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 | $38,619 | $86,929-55.6% | $102,423-62.3% | $80,856-52.2% |
| Participation rate | 44.8% | 72.4%-27.5pp | 76.5%-31.7pp | 67.6%-22.8pp |
| Annual return | 10.70% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $733 | $2,369-69.1% | $3,023-75.8% | $2,755-73.4% |
| Participant deferral / active EE | $1,403 | $4,118-65.9% | $5,053-72.2% | $4,296-67.3% |
| Admin fee / account holder | $180 | $8,049-97.8% | $9,451-98.1% | $6,918-97.4% |