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 | $36,990 | $51,620-28.3% | $90,281-59.0% | $65,185-43.3% |
| Participation rate | 5.6% | 68.6%-63.0pp | 73.3%-67.7pp | 70.2%-64.6pp |
| Annual return | 21.49% | 24.94%-3.4pp | 78.10%-56.6pp | 29.38%-7.9pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $230 | $2,871-92.0% | $3,885-94.1% | $3,514-93.5% |
| Admin fee / account holder | $181 | $384-53.0% | $5,351-96.6% | $847-78.7% |