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 | $40,422 | $93,024-56.5% | $77,024-47.5% | $134,475-69.9% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -18.57% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $500 | $3,418-85.4% | $2,812-82.2% | $4,740-89.5% |
| Participant deferral / active EE | $695 | $5,238-86.7% | $4,426-84.3% | $6,400-89.1% |
| Admin fee / account holder | $275 | $6,944-96.0% | $5,425-94.9% | $11,426-97.6% |