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 | $23,848 | $63,355-62.4% | $91,989-74.1% | $72,985-67.3% |
| Participation rate | 61.9% | 72.5%-10.6pp | 78.6%-16.7pp | 69.5%-7.6pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,228 | $2,116+5.3% | $3,452-35.5% | $2,440-8.7% |
| Participant deferral / active EE | $2,066 | $4,883-57.7% | $5,923-65.1% | $3,607-42.7% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |