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 5-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 | $163,335 | $62,586+161.0% | $76,768+112.8% | $64,186+154.5% |
| Participation rate | 15.6% | 72.8%-57.3pp | 77.0%-61.4pp | 69.6%-54.0pp |
| Annual return | 7.62% | -1.95%+9.6pp | 2.43%+5.2pp | 7.63%0pp |
| Employer contribution / active EE | $428 | $1,832-76.6% | $2,485-82.8% | $2,381-82.0% |
| Participant deferral / active EE | $927 | $3,145-70.5% | $3,852-75.9% | $3,470-73.3% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |