See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,628 | $49,227+35.3% | $70,449-5.4% | $79,858-16.6% |
| Participation rate | 20.9% | 69.2%-48.2pp | 75.1%-54.1pp | 69.6%-48.7pp |
| Annual return | 10.25% | 30.06%-19.8pp | 109.03%-98.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $81 | $2,768-97.1% | $3,709-97.8% | $3,740-97.8% |
| Admin fee / account holder | $62 | $2,878-97.9% | $3,845-98.4% | $5,306-98.8% |