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 | $60,223 | $100,754-40.2% | $86,677-30.5% | $134,475-55.2% |
| Participation rate | 68.4% | 78.9%-10.5pp | 76.6%-8.2pp | 81.2%-12.8pp |
| Annual return | -12.56% | 29.04%-41.6pp | 35.91%-48.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,431 | $3,489-59.0% | $2,836-49.6% | $4,740-69.8% |
| Participant deferral / active EE | $283 | $5,338-94.7% | $4,656-93.9% | $6,400-95.6% |
| Admin fee / account holder | $159 | $10,926-98.5% | $7,493-97.9% | $11,426-98.6% |