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 | $46,825 | $67,606-30.7% | $82,313-43.1% | $70,131-33.2% |
| Participation rate | 44.1% | 72.8%-28.7pp | 76.9%-32.8pp | 69.5%-25.5pp |
| Annual return | 13.42% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,293 | $2,987-56.7% | $3,706-65.1% | $3,332-61.2% |
| Admin fee / account holder | $27 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |