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 6-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 | $47,185 | $45,035+4.8% | $62,995-25.1% | $70,131-32.7% |
| Participation rate | 21.6% | 69.5%-47.9pp | 74.8%-53.2pp | 69.5%-47.9pp |
| Annual return | 15.00% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $564 | $2,465-77.1% | $3,329-83.1% | $3,332-83.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |