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 | $23,475 | $106,749-78.0% | $145,433-83.9% | $82,448-71.5% |
| Participation rate | 42.3% | 75.6%-33.3pp | 82.1%-39.8pp | 68.1%-25.8pp |
| Annual return | 14.96% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,559 | $6,519-76.1% | $7,897-80.3% | $4,139-62.3% |
| Admin fee / account holder | $152 | $8,390-98.2% | $13,129-98.8% | $7,234-97.9% |