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 | $98,716 | $107,791-8.4% | $90,645+8.9% | $135,375-27.1% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.0%-49.0pp | 82.6%-57.6pp |
| Annual return | 36.65% | -0.90%+37.6pp | 1.88%+34.8pp | 519.73%-483.1pp |
| Employer contribution / active EE | $84 | $3,018-97.2% | $2,532-96.7% | $4,779-98.2% |
| Participant deferral / active EE | $84 | $3,872-97.8% | $3,425-97.5% | $5,609-98.5% |
| Admin fee / account holder | $8 | $5,930-99.9% | $4,994-99.8% | $10,827-99.9% |