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 | $34,573 | $82,978-58.3% | $129,995-73.4% | $71,457-51.6% |
| Participation rate | 52.9% | 74.1%-21.2pp | 78.5%-25.6pp | 67.9%-15.0pp |
| Annual return | 15.40% | 20.60%-5.2pp | -137.18%+152.6pp | 28.85%-13.5pp |
| Employer contribution / active EE | $3,528 | $2,622+34.6% | $4,320-18.3% | $2,588+36.3% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $162 | $1,729-90.6% | $10,614-98.5% | $1,587-89.8% |