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 | $32,640 | $48,364-32.5% | $71,796-54.5% | $62,891-48.1% |
| Participation rate | 30.0% | 60.6%-30.6pp | 69.1%-39.1pp | 69.3%-39.3pp |
| Annual return | 5.96% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $353 | $1,042-66.1% | $1,924-81.7% | $2,281-84.5% |
| Participant deferral / active EE | $751 | $2,091-64.1% | $2,794-73.1% | $3,203-76.6% |
| Admin fee / account holder | $15 | $3,771-99.6% | $4,815-99.7% | $4,296-99.7% |