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 | $83,862 | $58,523+43.3% | $99,443-15.7% | $72,985+14.9% |
| Participation rate | 33.3% | 64.6%-31.3pp | 73.8%-40.5pp | 69.5%-36.2pp |
| Annual return | 22.96% | 28.51%-5.5pp | 30.72%-7.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $542 | $1,512-64.1% | $2,540-78.7% | $2,440-77.8% |
| Participant deferral / active EE | $1,005 | $2,606-61.4% | $3,619-72.2% | $3,607-72.1% |
| Admin fee / account holder | $212 | $4,102-94.8% | $6,250-96.6% | $5,124-95.9% |