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 | $71,874 | $70,475+2.0% | $100,516-28.5% | $79,858-10.0% |
| Participation rate | 52.9% | 73.7%-20.7pp | 79.4%-26.5pp | 69.6%-16.7pp |
| Annual return | 13.39% | 21.90%-8.5pp | 30.89%-17.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $967 | $2,165-55.3% | $3,418-71.7% | $2,471-60.9% |
| Participant deferral / active EE | $2,017 | $5,181-61.1% | $6,270-67.8% | $3,740-46.1% |
| Admin fee / account holder | $18 | $4,478-99.6% | $8,081-99.8% | $5,306-99.7% |