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 | $36,439 | $85,766-57.5% | $136,294-73.3% | $70,131-48.0% |
| Participation rate | 37.3% | 74.2%-36.9pp | 81.9%-44.7pp | 69.5%-32.3pp |
| Annual return | 15.01% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,163 | $5,051-77.0% | $6,247-81.4% | $3,332-65.1% |
| Admin fee / account holder | $294 | $5,420-94.6% | $9,243-96.8% | $4,645-93.7% |