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 9-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 | $62,730 | $60,165+4.3% | $74,183-15.4% | $55,167+13.7% |
| Participation rate | 20.8% | 74.2%-53.4pp | 76.6%-55.8pp | 69.0%-48.2pp |
| Annual return | 7.38% | 10.00%-2.6pp | 17.74%-10.4pp | 169.23%-161.8pp |
| Employer contribution / active EE | $639 | $1,600-60.1% | $2,370-73.0% | $1,963-67.4% |
| Participant deferral / active EE | $1,042 | $2,973-64.9% | $3,550-70.6% | $3,054-65.9% |
| Admin fee / account holder | $196 | $419-53.3% | $5,586-96.5% | $504-61.2% |