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 | $129,336 | $167,484-22.8% | $151,611-14.7% | $134,475-3.8% |
| Participation rate | 35.7% | 88.4%-52.7pp | 87.5%-51.8pp | 81.2%-45.5pp |
| Annual return | -5.03% | 7.80%-12.8pp | 3.33%-8.4pp | 417.96%-423.0pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,875 | $8,986-68.0% | $8,363-65.6% | $6,400-55.1% |
| Admin fee / account holder | $116 | $13,783-99.2% | $11,616-99.0% | $11,426-99.0% |