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 9-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 | $80,378 | $62,672+28.3% | $185,117-56.6% | $70,131+14.6% |
| Participation rate | 20.3% | 63.8%-43.4pp | 77.3%-56.9pp | 69.5%-49.2pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $367 | $3,272-88.8% | $5,045-92.7% | $3,332-89.0% |
| Admin fee / account holder | $139 | $3,932-96.5% | $8,159-98.3% | $4,645-97.0% |