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 | $74,807 | $163,687-54.3% | $108,745-31.2% | $273,961-72.7% |
| Participation rate | 68.4% | 82.3%-13.9pp | 77.7%-9.3pp | 83.0%-14.6pp |
| Annual return | 6.02% | 31.16%-25.1pp | 46.22%-40.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,035 | $4,711-78.0% | $3,323-68.9% | $4,869-78.7% |
| Participant deferral / active EE | $2,055 | $7,155-71.3% | $5,121-59.9% | $5,287-61.1% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |