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 | $20,372 | $55,706-63.4% | $75,886-73.2% | $72,985-72.1% |
| Participation rate | 24.1% | 61.1%-37.0pp | 69.3%-45.1pp | 69.5%-45.3pp |
| Annual return | 25.20% | 27.59%-2.4pp | 30.76%-5.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $300 | $1,687-82.2% | $2,500-88.0% | $2,440-87.7% |
| Participant deferral / active EE | $677 | $2,634-74.3% | $3,603-81.2% | $3,607-81.2% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |