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 | $53,238 | $39,122+36.1% | $57,179-6.9% | $62,891-15.3% |
| Participation rate | 9.8% | 70.5%-60.7pp | 75.3%-65.6pp | 69.3%-59.5pp |
| Annual return | 1.44% | 9.23%-7.8pp | 14.59%-13.2pp | 20.14%-18.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $635 | $2,374-73.2% | $3,096-79.5% | $3,203-80.2% |
| Admin fee / account holder | $167 | $2,592-93.6% | $3,139-94.7% | $4,296-96.1% |