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 | $16,379 | $35,183-53.4% | $73,545-77.7% | $70,131-76.6% |
| Participation rate | 17.2% | 42.9%-25.7pp | 54.9%-37.7pp | 69.5%-52.3pp |
| Annual return | 14.42% | 26.90%-12.5pp | -15.16%+29.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $21 | $1,220-98.3% | $1,806-98.9% | $3,332-99.4% |
| Admin fee / account holder | $231 | $2,302-90.0% | $2,320-90.1% | $4,645-95.0% |