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 | $42,368 | $52,681-19.6% | $75,781-44.1% | $59,632-29.0% |
| Participation rate | 30.8% | 67.2%-36.5pp | 75.8%-45.0pp | 68.7%-37.9pp |
| Annual return | -1.13% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $628 | $2,193-71.4% | $3,323-81.1% | $2,203-71.5% |
| Participant deferral / active EE | $753 | $2,591-70.9% | $3,651-79.4% | $3,192-76.4% |
| Admin fee / account holder | $156 | $3,610-95.7% | $5,299-97.1% | $4,297-96.4% |