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 | $65,127 | $65,685-0.8% | $57,179+13.9% | $273,961-76.2% |
| Participation rate | 17.6% | 78.3%-60.7pp | 75.3%-57.7pp | 83.0%-65.4pp |
| Annual return | 6.47% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $518 | $3,279-84.2% | $2,682-80.7% | $4,869-89.4% |
| Participant deferral / active EE | $636 | $3,782-83.2% | $3,096-79.5% | $5,287-88.0% |
| Admin fee / account holder | $65 | $4,835-98.7% | $3,139-97.9% | $10,132-99.4% |