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 | $27,790 | $56,897-51.2% | $84,750-67.2% | $62,891-55.8% |
| Participation rate | 42.3% | 68.5%-26.2pp | 76.6%-34.3pp | 69.3%-27.0pp |
| Annual return | 6.82% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $689 | $2,400-71.3% | $3,574-80.7% | $2,281-69.8% |
| Participant deferral / active EE | $997 | $2,709-63.2% | $3,712-73.1% | $3,203-68.9% |
| Admin fee / account holder | $265 | $3,581-92.6% | $5,332-95.0% | $4,296-93.8% |