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 | $54,363 | $153,772-64.6% | $133,980-59.4% | $273,961-80.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 7.50% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,525 | $6,029-74.7% | $5,211-70.7% | $4,869-68.7% |
| Participant deferral / active EE | $2,333 | $6,958-66.5% | $6,282-62.9% | $5,287-55.9% |
| Admin fee / account holder | -$34 | $11,765-100.3% | $9,324-100.4% | $10,132-100.3% |