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 | $29,130 | $72,177-59.6% | $115,037-74.7% | $59,632-51.2% |
| Participation rate | 7.5% | 72.6%-65.0pp | 81.4%-73.8pp | 68.7%-61.1pp |
| Annual return | 0.23% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $871 | $4,783-81.8% | $6,026-85.6% | $3,192-72.7% |
| Admin fee / account holder | $73 | $4,927-98.5% | $8,175-99.1% | $4,297-98.3% |