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 | $30,926 | $106,749-71.0% | $145,433-78.7% | $82,448-62.5% |
| Participation rate | 21.4% | 75.6%-54.2pp | 82.1%-60.7pp | 68.1%-46.6pp |
| Annual return | 16.98% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,179 | $6,519-66.6% | $7,897-72.4% | $4,139-47.4% |
| Admin fee / account holder | $21 | $8,390-99.8% | $13,129-99.8% | $7,234-99.7% |