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 | $63,704 | $80,673-21.0% | $101,326-37.1% | $84,808-24.9% |
| Participation rate | 51.6% | 77.8%-26.2pp | 81.5%-29.9pp | 68.3%-16.7pp |
| Annual return | 15.97% | 38.95%-23.0pp | 36.82%-20.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,442 | $6,840-64.3% | $7,994-69.5% | $4,212-42.0% |
| Admin fee / account holder | $35 | $12,784-99.7% | $11,185-99.7% | $7,344-99.5% |