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 | $27,304 | $56,484-51.7% | $169,463-83.9% | $64,186-57.5% |
| Participation rate | 40.5% | 64.5%-24.0pp | 77.8%-37.2pp | 69.6%-29.0pp |
| Annual return | -6.60% | -1.55%-5.0pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $594 | $1,832-67.6% | $4,159-85.7% | $2,381-75.0% |
| Participant deferral / active EE | $854 | $3,448-75.2% | $5,277-83.8% | $3,470-75.4% |
| Admin fee / account holder | $85 | $4,174-98.0% | $9,109-99.1% | $4,888-98.3% |