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 | $18,083 | $30,732-41.2% | $59,496-69.6% | $59,632-69.7% |
| Participation rate | 12.7% | 43.2%-30.5pp | 54.6%-41.9pp | 68.7%-56.0pp |
| Annual return | -0.27% | 4.47%-4.7pp | 182.05%-182.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $125 | $631-80.2% | $1,153-89.2% | $2,203-94.3% |
| Participant deferral / active EE | $291 | $1,183-75.4% | $1,829-84.1% | $3,192-90.9% |
| Admin fee / account holder | $118 | $2,136-94.5% | $2,232-94.7% | $4,297-97.3% |