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 | $32,713 | $181,894-82.0% | $156,549-79.1% | $273,961-88.1% |
| Participation rate | 26.1% | 88.4%-62.3pp | 84.0%-57.9pp | 83.0%-56.9pp |
| Annual return | 5.70% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $957 | $5,550-82.8% | $4,871-80.4% | $5,287-81.9% |
| Admin fee / account holder | $29 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |