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 | $36,017 | $127,065-71.7% | $113,168-68.2% | $142,382-74.7% |
| Participation rate | 29.4% | 79.2%-49.8pp | 76.6%-47.2pp | 80.1%-50.7pp |
| Annual return | 14.99% | 24.03%-9.0pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $793 | $5,716-86.1% | $5,107-84.5% | $6,507-87.8% |
| Admin fee / account holder | $171 | $15,736-98.9% | $12,068-98.6% | $12,624-98.6% |