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 | $28,940 | $95,862-69.8% | $79,550-63.6% | $134,475-78.5% |
| Participation rate | 11.1% | 75.0%-63.9pp | 69.5%-58.4pp | 81.2%-70.1pp |
| Annual return | -19.24% | -2.69%-16.5pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $611 | $3,128-80.5% | $2,413-74.7% | $4,740-87.1% |
| Participant deferral / active EE | $611 | $4,693-87.0% | $3,985-84.7% | $6,400-90.5% |
| Admin fee / account holder | $30 | $9,126-99.7% | $6,832-99.6% | $11,426-99.7% |