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 | $49,788 | $53,018-6.1% | $70,014-28.9% | $62,891-20.8% |
| Participation rate | 28.4% | 67.2%-38.8pp | 71.8%-43.4pp | 69.3%-40.9pp |
| Annual return | 7.73% | 13.35%-5.6pp | 12.99%-5.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $580 | $2,395-75.8% | $2,931-80.2% | $3,203-81.9% |
| Admin fee / account holder | $140 | $3,690-96.2% | $4,380-96.8% | $4,296-96.7% |