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 | $46,301 | $48,046-3.6% | $84,611-45.3% | $72,985-36.6% |
| Participation rate | 23.2% | 57.6%-34.4pp | 68.2%-45.1pp | 69.5%-46.3pp |
| Annual return | 22.73% | 37.38%-14.6pp | 258.74%-236.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $351 | $1,602-78.1% | $2,652-86.8% | $2,440-85.6% |
| Participant deferral / active EE | $447 | $2,680-83.3% | $3,899-88.5% | $3,607-87.6% |
| Admin fee / account holder | $197 | $3,395-94.2% | $4,912-96.0% | $5,124-96.1% |