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 | $27,833 | $81,900-66.0% | $119,609-76.7% | $68,494-59.4% |
| Participation rate | 53.6% | 71.9%-18.3pp | 79.3%-25.7pp | 67.9%-14.3pp |
| Annual return | -16.66% | -23.82%+7.2pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,142 | $2,693-57.6% | $4,232-73.0% | $2,596-56.0% |
| Participant deferral / active EE | $1,612 | $4,148-61.1% | $5,602-71.2% | $4,027-60.0% |
| Admin fee / account holder | $54 | $6,582-99.2% | $10,323-99.5% | $5,403-99.0% |