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 | $14,349 | $77,634-81.5% | $156,549-90.8% | $62,891-77.2% |
| Participation rate | 13.0% | 71.2%-58.2pp | 84.0%-71.0pp | 69.3%-56.3pp |
| Annual return | 6.16% | 50.32%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $15 | $3,045-99.5% | $4,871-99.7% | $3,203-99.5% |
| Admin fee / account holder | $271 | $5,561-95.1% | $13,027-97.9% | $4,296-93.7% |