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 | $16,077 | $43,723-63.2% | $121,196-86.7% | $64,186-75.0% |
| Participation rate | 17.0% | 58.3%-41.3pp | 71.7%-54.8pp | 69.6%-52.6pp |
| Annual return | -4.21% | 68.91%-73.1pp | 16.93%-21.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $269 | $2,280-88.2% | $3,344-92.0% | $3,470-92.2% |
| Admin fee / account holder | $78 | $3,501-97.8% | $5,019-98.4% | $4,888-98.4% |