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 | $27,187 | $131,829-79.4% | $108,579-75.0% | $273,961-90.1% |
| Participation rate | 45.0% | 83.5%-38.5pp | 79.6%-34.6pp | 83.0%-38.0pp |
| Annual return | 6.56% | -91.57%+98.1pp | -51.70%+58.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $715 | $5,127-86.1% | $4,311-83.4% | $5,287-86.5% |
| Admin fee / account holder | $235 | $10,252-97.7% | $7,645-96.9% | $10,132-97.7% |