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 | $39,876 | $86,929-54.1% | $102,423-61.1% | $80,856-50.7% |
| Participation rate | 25.0% | 72.4%-47.4pp | 76.5%-51.5pp | 67.6%-42.6pp |
| Annual return | 14.39% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $774 | $2,369-67.3% | $3,023-74.4% | $2,755-71.9% |
| Participant deferral / active EE | $1,609 | $4,118-60.9% | $5,053-68.2% | $4,296-62.6% |
| Admin fee / account holder | $166 | $8,049-97.9% | $9,451-98.2% | $6,918-97.6% |