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 | $57,978 | $52,580+10.3% | $71,671-19.1% | $70,131-17.3% |
| Participation rate | 28.1% | 60.9%-32.8pp | 68.7%-40.6pp | 69.5%-41.4pp |
| Annual return | 60.15% | 20.25%+39.9pp | 20.65%+39.5pp | 73.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $261 | $2,386-89.1% | $3,438-92.4% | $3,332-92.2% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |