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 | $78,687 | $51,197+53.7% | $82,719-4.9% | $66,914+17.6% |
| Participation rate | 11.2% | 67.8%-56.6pp | 72.6%-61.4pp | 69.8%-58.6pp |
| Annual return | -16.36% | -9.64%-6.7pp | 701.18%-717.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $682 | $3,458-80.3% | $4,395-84.5% | $4,237-83.9% |
| Admin fee / account holder | $114 | $416-72.7% | $5,329-97.9% | $593-80.9% |