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 | $64,919 | $49,177+32.0% | $79,464-18.3% | $64,186+1.1% |
| Participation rate | 3.6% | 65.0%-61.5pp | 73.3%-69.8pp | 69.6%-66.0pp |
| Annual return | 1.63% | -1.16%+2.8pp | 718.14%-716.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $223 | $2,076-89.3% | $2,800-92.0% | $2,381-90.6% |
| Participant deferral / active EE | $613 | $2,821-78.3% | $3,704-83.5% | $3,470-82.3% |
| Admin fee / account holder | $238 | $3,839-93.8% | $5,113-95.3% | $4,888-95.1% |