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 | $74,078 | $89,753-17.5% | $107,525-31.1% | $84,808-12.7% |
| Participation rate | 23.3% | 68.1%-44.7pp | 75.1%-51.7pp | 68.3%-45.0pp |
| Annual return | 14.19% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,001 | $4,056-75.3% | $5,116-80.4% | $4,212-76.2% |
| Admin fee / account holder | $24 | $7,222-99.7% | $8,919-99.7% | $7,344-99.7% |