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 | $132,285 | $54,229+143.9% | $70,092+88.7% | $68,494+93.1% |
| Participation rate | 34.2% | 64.5%-30.3pp | 70.5%-36.3pp | 67.9%-33.7pp |
| Annual return | 12.53% | -13.87%+26.4pp | 190.73%-178.2pp | -7.84%+20.4pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $397 | $2,956-86.6% | $3,849-89.7% | $4,027-90.1% |
| Admin fee / account holder | $63 | $4,694-98.7% | $6,267-99.0% | $5,403-98.8% |