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 | $47,980 | $58,828-18.4% | $77,999-38.5% | $62,891-23.7% |
| Participation rate | 31.3% | 71.1%-39.8pp | 75.5%-44.3pp | 69.3%-38.1pp |
| Annual return | 6.70% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $405 | $1,672-75.8% | $2,470-83.6% | $2,281-82.3% |
| Participant deferral / active EE | $830 | $2,686-69.1% | $3,497-76.3% | $3,203-74.1% |
| Admin fee / account holder | $55 | $4,393-98.7% | $5,480-99.0% | $4,296-98.7% |