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 | $82,918 | $76,552+8.3% | $123,892-33.1% | $62,891+31.8% |
| Participation rate | 53.8% | 73.0%-19.1pp | 81.4%-27.6pp | 69.3%-15.5pp |
| Annual return | 8.08% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $828 | $4,840-82.9% | $5,984-86.2% | $3,203-74.1% |
| Admin fee / account holder | $212 | $4,826-95.6% | $8,357-97.5% | $4,296-95.1% |