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 | $32,677 | $73,867-55.8% | $143,757-77.3% | $68,494-52.3% |
| Participation rate | 45.6% | 66.7%-21.1pp | 80.3%-34.7pp | 67.9%-22.3pp |
| Annual return | -13.52% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,673 | $3,184-47.5% | $4,951-66.2% | $2,596-35.6% |
| Participant deferral / active EE | $494 | $3,384-85.4% | $5,637-91.2% | $4,027-87.7% |
| Admin fee / account holder | $144 | $5,755-97.5% | $14,673-99.0% | $5,403-97.3% |