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 | $28,185 | $46,869-39.9% | $122,332-77.0% | $70,131-59.8% |
| Participation rate | 21.1% | 58.2%-37.1pp | 71.6%-50.5pp | 69.5%-48.4pp |
| Annual return | 16.28% | 24.22%-7.9pp | 30.27%-14.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $142 | $2,166-93.4% | $3,287-95.7% | $3,332-95.7% |
| Admin fee / account holder | $53 | $3,322-98.4% | $5,478-99.0% | $4,645-98.9% |