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 | $35,311 | $60,349-41.5% | $74,183-52.4% | $62,891-43.9% |
| Participation rate | 40.4% | 72.7%-32.4pp | 76.6%-36.3pp | 69.3%-29.0pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $632 | $2,856-77.9% | $3,550-82.2% | $3,203-80.3% |
| Admin fee / account holder | $11 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |