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 | $36,822 | $88,042-58.2% | $138,135-73.3% | $79,858-53.9% |
| Participation rate | 28.6% | 71.4%-42.8pp | 78.7%-50.1pp | 69.6%-41.1pp |
| Annual return | 10.95% | 20.58%-9.6pp | 20.51%-9.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $327 | $4,704-93.0% | $6,431-94.9% | $3,740-91.3% |
| Admin fee / account holder | $176 | $7,791-97.7% | $11,856-98.5% | $5,306-96.7% |