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 | $26,984 | $127,386-78.8% | $115,037-76.5% | $125,391-78.5% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | -2.27% | 31.28%-33.6pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,272 | $5,166-75.4% | $4,608-72.4% | $4,866-73.9% |
| Participant deferral / active EE | $1,589 | $6,423-75.3% | $6,026-73.6% | $5,352-70.3% |
| Admin fee / account holder | $3 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |