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 | $41,715 | $58,512-28.7% | $84,015-50.3% | $72,985-42.8% |
| Participation rate | 11.4% | 61.2%-49.8pp | 69.0%-57.6pp | 69.5%-58.1pp |
| Annual return | 17.67% | 28.93%-11.3pp | 71.31%-53.6pp | 81.00%-63.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $283 | $2,394-88.2% | $3,239-91.3% | $3,607-92.1% |
| Admin fee / account holder | $275 | $4,569-94.0% | $6,101-95.5% | $5,124-94.6% |