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 | $60,829 | $72,492-16.1% | $87,100-30.2% | $72,985-16.7% |
| Participation rate | 34.9% | 72.8%-37.9pp | 76.9%-42.0pp | 69.5%-34.6pp |
| Annual return | 20.20% | 24.46%-4.3pp | 28.19%-8.0pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,178 | $3,270-64.0% | $4,049-70.9% | $3,607-67.3% |
| Admin fee / account holder | $234 | $5,055-95.4% | $7,497-96.9% | $5,124-95.4% |