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 | $52,963 | $95,971-44.8% | $74,550-29.0% | $135,375-60.9% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | 0.81% | 56.96%-56.2pp | 32.53%-31.7pp | 519.73%-518.9pp |
| Employer contribution / active EE | $510 | $2,716-81.2% | $1,961-74.0% | $4,779-89.3% |
| Participant deferral / active EE | $593 | $3,843-84.6% | $3,108-80.9% | $5,609-89.4% |
| Admin fee / account holder | $21 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |