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 | $17,710 | $75,828-76.6% | $147,614-88.0% | $59,632-70.3% |
| Participation rate | 7.4% | 71.6%-64.2pp | 84.6%-77.2pp | 68.7%-61.3pp |
| Annual return | -1.26% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $387 | $3,485-88.9% | $5,564-93.0% | $2,203-82.4% |
| Participant deferral / active EE | $462 | $3,130-85.2% | $4,895-90.6% | $3,192-85.5% |
| Admin fee / account holder | $160 | $5,985-97.3% | $11,611-98.6% | $4,297-96.3% |