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 | $36,430 | $82,664-55.9% | $125,339-70.9% | $68,494-46.8% |
| Participation rate | 56.5% | 75.0%-18.5pp | 82.4%-25.8pp | 67.9%-11.4pp |
| Annual return | -17.14% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,494 | $3,381-55.8% | $4,814-69.0% | $2,596-42.5% |
| Participant deferral / active EE | $2,085 | $6,110-65.9% | $7,446-72.0% | $4,027-48.2% |
| Admin fee / account holder | $293 | $6,275-95.3% | $10,010-97.1% | $5,403-94.6% |