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 | $49,532 | $86,929-43.0% | $102,423-51.6% | $80,856-38.7% |
| Participation rate | 48.1% | 72.4%-24.3pp | 76.5%-28.4pp | 67.6%-19.6pp |
| Annual return | 11.36% | 18.88%-7.5pp | 29.32%-18.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,809 | $4,118-56.1% | $5,053-64.2% | $4,296-57.9% |
| Admin fee / account holder | $231 | $8,049-97.1% | $9,451-97.6% | $6,918-96.7% |