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 | $28,567 | $72,492-60.6% | $87,100-67.2% | $72,985-60.9% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.9%-34.0pp | 69.5%-26.6pp |
| Annual return | 19.04% | 24.46%-5.4pp | 28.19%-9.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $828 | $1,894-56.3% | $2,521-67.2% | $2,440-66.1% |
| Participant deferral / active EE | $1,309 | $3,270-60.0% | $4,049-67.7% | $3,607-63.7% |
| Admin fee / account holder | $282 | $5,055-94.4% | $7,497-96.2% | $5,124-94.5% |