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 8-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 | $40,504 | $77,813-47.9% | $123,544-67.2% | $64,186-36.9% |
| Participation rate | 53.8% | 74.7%-20.9pp | 82.3%-28.4pp | 69.6%-15.7pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,000 | $3,014-66.8% | $4,628-78.4% | $2,381-58.0% |
| Participant deferral / active EE | $1,633 | $5,240-68.8% | $6,426-74.6% | $3,470-52.9% |
| Admin fee / account holder | $290 | $5,519-94.8% | $9,284-96.9% | $4,888-94.1% |