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 | $28,288 | $107,791-73.8% | $90,645-68.8% | $135,375-79.1% |
| Participation rate | 62.5% | 78.0%-15.5pp | 74.0%-11.5pp | 82.6%-20.1pp |
| Annual return | -0.50% | -0.90%+0.4pp | 1.88%-2.4pp | 519.73%-520.2pp |
| Employer contribution / active EE | $81 | $3,018-97.3% | $2,532-96.8% | $4,779-98.3% |
| Participant deferral / active EE | $325 | $3,872-91.6% | $3,425-90.5% | $5,609-94.2% |
| Admin fee / account holder | $28 | $5,930-99.5% | $4,994-99.4% | $10,827-99.7% |