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 7-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 | $33,008 | $47,977-31.2% | $154,107-78.6% | $56,287-41.4% |
| Participation rate | 67.3% | 66.2%+1.1pp | 83.0%-15.8pp | 69.9%-2.6pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.12%-735.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $353 | $2,169-83.7% | $5,298-93.3% | $2,111-83.3% |
| Participant deferral / active EE | $613 | $2,392-74.4% | $5,081-87.9% | $3,350-81.7% |
| Admin fee / account holder | $55 | $438-87.5% | $13,411-99.6% | $521-89.5% |