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 | $52,925 | $91,407-42.1% | $135,903-61.1% | $71,457-25.9% |
| Participation rate | 61.2% | 75.7%-14.5pp | 81.9%-20.7pp | 67.9%-6.7pp |
| Annual return | 17.03% | 29.90%-12.9pp | 68.23%-51.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,751 | $3,703-52.7% | $4,856-64.0% | $2,588-32.4% |
| Participant deferral / active EE | $3,061 | $7,092-56.8% | $7,758-60.5% | $4,289-28.6% |
| Admin fee / account holder | $8 | $1,266-99.4% | $10,762-99.9% | $1,587-99.5% |