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 | $74,940 | $56,897+31.7% | $84,750-11.6% | $62,891+19.2% |
| Participation rate | 16.2% | 68.5%-52.3pp | 76.6%-60.4pp | 69.3%-53.1pp |
| Annual return | 5.33% | 6.30%-1.0pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $254 | $2,709-90.6% | $3,712-93.2% | $3,203-92.1% |
| Admin fee / account holder | $13 | $3,581-99.7% | $5,332-99.8% | $4,296-99.7% |