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 | $50,321 | $153,772-67.3% | $133,980-62.4% | $273,961-81.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 8.09% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,427 | $6,029-76.3% | $5,211-72.6% | $4,869-70.7% |
| Participant deferral / active EE | $2,120 | $6,958-69.5% | $6,282-66.3% | $5,287-59.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |