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 | $44,652 | $72,404-38.3% | $110,238-59.5% | $64,186-30.4% |
| Participation rate | 20.0% | 73.3%-53.3pp | 79.8%-59.8pp | 69.6%-49.6pp |
| Annual return | -6.42% | -6.29%-0.1pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $897 | $3,469-74.1% | $4,672-80.8% | $3,470-74.1% |
| Admin fee / account holder | $168 | $5,664-97.0% | $8,547-98.0% | $4,888-96.6% |