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 | $102,755 | $87,540+17.4% | $75,781+35.6% | $125,391-18.1% |
| Participation rate | 10.0% | 80.2%-70.2pp | 75.8%-65.8pp | 83.2%-73.2pp |
| Annual return | 1.09% | 13.48%-12.4pp | 9.68%-8.6pp | 282.22%-281.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $620 | $4,229-85.3% | $3,651-83.0% | $5,352-88.4% |
| Admin fee / account holder | $68 | $6,502-99.0% | $5,299-98.7% | $9,540-99.3% |