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 | $44,378 | $79,944-44.5% | $98,439-54.9% | $75,163-41.0% |
| Participation rate | 28.6% | 70.4%-41.8pp | 75.2%-46.6pp | 67.2%-38.6pp |
| Annual return | 14.70% | 19.75%-5.1pp | 21.16%-6.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $717 | $2,264-68.3% | $3,048-76.5% | $2,670-73.2% |
| Participant deferral / active EE | $1,021 | $3,752-72.8% | $4,738-78.5% | $4,125-75.3% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |