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 | $71,694 | $133,958-46.5% | $112,228-36.1% | $134,475-46.7% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -15.03% | 47.11%-62.1pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $856 | $4,038-78.8% | $3,635-76.4% | $4,740-81.9% |
| Participant deferral / active EE | $1,398 | $5,291-73.6% | $4,728-70.4% | $6,400-78.1% |
| Admin fee / account holder | $131 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |