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 | $44,600 | $79,428-43.8% | $106,548-58.1% | $79,386-43.8% |
| Participation rate | 8.2% | 74.1%-65.9pp | 76.1%-67.9pp | 70.7%-62.5pp |
| Annual return | 12.78% | 18.27%-5.5pp | 26.80%-14.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $586 | $3,823-84.7% | $4,398-86.7% | $4,046-85.5% |
| Admin fee / account holder | $46 | $523-91.3% | $7,407-99.4% | $626-92.7% |