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 | $46,522 | $76,552-39.2% | $123,892-62.4% | $62,891-26.0% |
| Participation rate | 41.5% | 73.0%-31.4pp | 81.4%-39.9pp | 69.3%-27.8pp |
| Annual return | 8.55% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $872 | $2,883-69.8% | $4,617-81.1% | $2,281-61.8% |
| Participant deferral / active EE | $2,030 | $4,840-58.0% | $5,984-66.1% | $3,203-36.6% |
| Admin fee / account holder | $277 | $4,826-94.2% | $8,357-96.7% | $4,296-93.5% |