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 | $26,558 | $35,183-24.5% | $73,545-63.9% | $70,131-62.1% |
| Participation rate | 7.5% | 42.9%-35.4pp | 54.9%-47.4pp | 69.5%-62.0pp |
| Annual return | 20.60% | 26.90%-6.3pp | -15.16%+35.8pp | 73.14%-52.5pp |
| Employer contribution / active EE | $199 | $709-71.9% | $1,219-83.7% | $2,342-91.5% |
| Participant deferral / active EE | $245 | $1,220-79.9% | $1,806-86.4% | $3,332-92.6% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |