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 | $78,520-18.9% | $96,576-34.0% | $82,448-22.7% |
| Participation rate | 51.6% | 77.7%-26.1pp | 81.4%-29.8pp | 68.1%-16.5pp |
| Annual return | 15.97% | 41.30%-25.3pp | 38.47%-22.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,442 | $6,754-63.8% | $7,956-69.3% | $4,139-41.0% |
| Admin fee / account holder | $35 | $13,455-99.7% | $11,381-99.7% | $7,234-99.5% |