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 | $40,358 | $73,981-45.4% | $105,722-61.8% | $62,891-35.8% |
| Participation rate | 25.7% | 71.7%-46.0pp | 78.9%-53.2pp | 69.3%-43.6pp |
| Annual return | 9.45% | 17.60%-8.2pp | 12.25%-2.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,041 | $4,038-74.2% | $5,326-80.5% | $3,203-67.5% |
| Admin fee / account holder | $236 | $5,976-96.0% | $8,308-97.2% | $4,296-94.5% |