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 | $60,833 | $133,958-54.6% | $112,228-45.8% | $134,475-54.8% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -9.35% | 47.11%-56.5pp | 27.45%-36.8pp | 417.96%-427.3pp |
| Employer contribution / active EE | $886 | $4,038-78.1% | $3,635-75.6% | $4,740-81.3% |
| Participant deferral / active EE | $1,314 | $5,291-75.2% | $4,728-72.2% | $6,400-79.5% |
| Admin fee / account holder | $53 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |