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 | $37,396 | $85,766-56.4% | $136,294-72.6% | $70,131-46.7% |
| Participation rate | 60.6% | 74.2%-13.5pp | 81.9%-21.3pp | 69.5%-8.9pp |
| Annual return | 17.03% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,717 | $5,051-66.0% | $6,247-72.5% | $3,332-48.5% |
| Admin fee / account holder | $170 | $5,420-96.9% | $9,243-98.2% | $4,645-96.3% |