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 | $19,884 | $49,915-60.2% | $154,803-87.2% | $74,304-73.2% |
| Participation rate | 5.0% | 54.0%-49.0pp | 78.1%-73.1pp | 60.3%-55.4pp |
| Annual return | 15.02% | 34.06%-19.0pp | 58.88%-43.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $107 | $2,255-95.3% | $5,540-98.1% | $3,767-97.2% |
| Admin fee / account holder | $258 | $2,189-88.2% | $14,329-98.2% | $2,969-91.3% |