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 | $57,156 | $98,750-42.1% | $149,696-61.8% | $79,858-28.4% |
| Participation rate | 29.0% | 75.8%-46.7pp | 82.5%-53.4pp | 69.6%-40.6pp |
| Annual return | 12.86% | 27.43%-14.6pp | 276.60%-263.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $802 | $5,680-85.9% | $6,842-88.3% | $3,740-78.6% |
| Admin fee / account holder | $47 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |