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 | $10,358 | $37,426-72.3% | $77,482-86.6% | $79,858-87.0% |
| Participation rate | 16.7% | 41.5%-24.8pp | 54.2%-37.5pp | 69.6%-53.0pp |
| Annual return | 27.01% | 39.70%-12.7pp | 54.79%-27.8pp | 31.71%-4.7pp |
| Employer contribution / active EE | $131 | $637-79.5% | $986-86.8% | $2,471-94.7% |
| Participant deferral / active EE | $202 | $1,260-84.0% | $1,861-89.1% | $3,740-94.6% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |