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 | $55,070 | $86,929-36.6% | $102,423-46.2% | $80,856-31.9% |
| Participation rate | 63.0% | 72.4%-9.4pp | 76.5%-13.5pp | 67.6%-4.7pp |
| Annual return | 14.94% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $757 | $2,369-68.1% | $3,023-75.0% | $2,755-72.5% |
| Participant deferral / active EE | $1,511 | $4,118-63.3% | $5,053-70.1% | $4,296-64.8% |
| Admin fee / account holder | $161 | $8,049-98.0% | $9,451-98.3% | $6,918-97.7% |