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 | $50,215 | $80,968-38.0% | $96,544-48.0% | $75,163-33.2% |
| Participation rate | 45.8% | 71.8%-26.0pp | 76.0%-30.2pp | 67.2%-21.4pp |
| Annual return | 19.08% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,198 | $3,928-69.5% | $4,851-75.3% | $4,125-71.0% |
| Admin fee / account holder | $154 | $6,724-97.7% | $8,252-98.1% | $5,651-97.3% |