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 8-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 | $20,423 | $53,596-61.9% | $90,645-77.5% | $64,186-68.2% |
| Participation rate | 18.2% | 64.5%-46.3pp | 74.0%-55.8pp | 69.6%-51.4pp |
| Annual return | -8.00% | 4.41%-12.4pp | 1.88%-9.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $388 | $1,503-74.2% | $2,532-84.7% | $2,381-83.7% |
| Participant deferral / active EE | $825 | $2,459-66.4% | $3,425-75.9% | $3,470-76.2% |
| Admin fee / account holder | $238 | $3,868-93.9% | $4,994-95.2% | $4,888-95.1% |