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 | $31,114 | $48,795-36.2% | $65,493-52.5% | $84,808-63.3% |
| Participation rate | 34.0% | 67.0%-32.9pp | 73.1%-39.1pp | 68.3%-34.3pp |
| Annual return | 11.93% | 20.20%-8.3pp | 982.45%-970.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,599 | $1,930-17.2% | $2,574-37.9% | $2,631-39.2% |
| Participant deferral / active EE | $712 | $2,928-75.7% | $3,961-82.0% | $4,212-83.1% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |