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 4-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 | $87,842 | $71,883+22.2% | $86,677+1.3% | $68,494+28.2% |
| Participation rate | 43.3% | 72.2%-29.0pp | 76.6%-33.3pp | 67.9%-24.6pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $686 | $2,173-68.4% | $2,836-75.8% | $2,596-73.6% |
| Participant deferral / active EE | $1,309 | $3,779-65.4% | $4,656-71.9% | $4,027-67.5% |
| Admin fee / account holder | $8 | $6,112-99.9% | $7,493-99.9% | $5,403-99.9% |