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 | $40,051 | $30,732+30.3% | $59,496-32.7% | $59,632-32.8% |
| Participation rate | 3.3% | 43.2%-39.9pp | 54.6%-51.3pp | 68.7%-65.4pp |
| Annual return | -1.03% | 4.47%-5.5pp | 182.05%-183.1pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $201 | $631-68.1% | $1,153-82.5% | $2,203-90.9% |
| Participant deferral / active EE | $201 | $1,183-83.0% | $1,829-89.0% | $3,192-93.7% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |