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 | $73,914 | $58,577+26.2% | $83,333-11.3% | $64,186+15.2% |
| Participation rate | 37.9% | 72.0%-34.1pp | 77.8%-39.8pp | 69.6%-31.6pp |
| Annual return | -3.50% | 9.65%-13.1pp | 10.63%-14.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $577 | $2,098-72.5% | $3,379-82.9% | $2,381-75.8% |
| Participant deferral / active EE | $1,597 | $4,654-65.7% | $5,565-71.3% | $3,470-54.0% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |