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 | $28,976 | $76,552-62.1% | $123,892-76.6% | $62,891-53.9% |
| Participation rate | 44.7% | 73.0%-28.3pp | 81.4%-36.7pp | 69.3%-24.6pp |
| Annual return | 8.41% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,261 | $2,883-56.3% | $4,617-72.7% | $2,281-44.7% |
| Participant deferral / active EE | $1,782 | $4,840-63.2% | $5,984-70.2% | $3,203-44.4% |
| Admin fee / account holder | $60 | $4,826-98.8% | $8,357-99.3% | $4,296-98.6% |