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 | $37,538 | $100,754-62.7% | $86,677-56.7% | $134,475-72.1% |
| Participation rate | 46.7% | 78.9%-32.3pp | 76.6%-29.9pp | 81.2%-34.6pp |
| Annual return | -19.12% | 29.04%-48.2pp | 35.91%-55.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,054 | $3,489-69.8% | $2,836-62.9% | $4,740-77.8% |
| Participant deferral / active EE | $1,438 | $5,338-73.1% | $4,656-69.1% | $6,400-77.5% |
| Admin fee / account holder | $13 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |