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 | $13,986 | $80,717-82.7% | $154,803-91.0% | $84,808-83.5% |
| Participation rate | 6.8% | 66.8%-60.0pp | 78.1%-71.3pp | 68.3%-61.5pp |
| Annual return | 17.73% | 37.96%-20.2pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $25 | $3,303-99.2% | $5,540-99.5% | $4,212-99.4% |
| Admin fee / account holder | $20 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |