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 | $42,425 | $52,903-19.8% | $73,307-42.1% | $59,632-28.9% |
| Participation rate | 28.9% | 68.2%-39.3pp | 74.9%-46.0pp | 68.7%-39.7pp |
| Annual return | -1.34% | 12.20%-13.5pp | 5.67%-7.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,150 | $4,069-71.7% | $4,991-77.0% | $3,192-64.0% |
| Admin fee / account holder | $102 | $3,834-97.3% | $5,637-98.2% | $4,297-97.6% |