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 | $68,235 | $60,349+13.1% | $74,183-8.0% | $62,891+8.5% |
| Participation rate | 37.9% | 72.7%-34.8pp | 76.6%-38.7pp | 69.3%-31.4pp |
| Annual return | 6.66% | 21.37%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $519 | $2,856-81.8% | $3,550-85.4% | $3,203-83.8% |
| Admin fee / account holder | $102 | $4,261-97.6% | $5,586-98.2% | $4,296-97.6% |