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 | $32,883 | $153,772-78.6% | $133,980-75.5% | $273,961-88.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 8.96% | 36.51%-27.5pp | 29.30%-20.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,147 | $6,029-64.4% | $5,211-58.8% | $4,869-55.9% |
| Participant deferral / active EE | $2,085 | $6,958-70.0% | $6,282-66.8% | $5,287-60.6% |
| Admin fee / account holder | $68 | $11,765-99.4% | $9,324-99.3% | $10,132-99.3% |