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 10-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 | $21,894 | $37,426-41.5% | $77,482-71.7% | $79,858-72.6% |
| Participation rate | 8.0% | 41.5%-33.6pp | 54.2%-46.2pp | 69.6%-61.7pp |
| Annual return | 16.85% | 39.70%-22.8pp | 54.79%-37.9pp | 31.71%-14.9pp |
| Employer contribution / active EE | $138 | $637-78.4% | $986-86.1% | $2,471-94.4% |
| Participant deferral / active EE | $299 | $1,260-76.2% | $1,861-83.9% | $3,740-92.0% |
| Admin fee / account holder | $22 | $2,504-99.1% | $2,858-99.2% | $5,306-99.6% |