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 | $11,128 | $46,553-76.1% | $64,056-82.6% | $75,163-85.2% |
| Participation rate | 20.0% | 65.9%-45.9pp | 72.3%-52.3pp | 67.2%-47.2pp |
| Annual return | 13.84% | 26.03%-12.2pp | 33.69%-19.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $297 | $2,837-89.5% | $3,880-92.3% | $4,125-92.8% |
| Admin fee / account holder | $46 | $2,952-98.5% | $3,068-98.5% | $5,651-99.2% |