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 | $53,323 | $65,365-18.4% | $92,893-42.6% | $72,985-26.9% |
| Participation rate | 30.8% | 68.3%-37.5pp | 76.0%-45.2pp | 69.5%-38.7pp |
| Annual return | 21.76% | 42.10%-20.3pp | 109.41%-87.7pp | 81.00%-59.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $882 | $3,128-71.8% | $4,236-79.2% | $3,607-75.5% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |