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 | $135,316 | $97,044+39.4% | $83,333+62.4% | $135,3750% |
| Participation rate | 23.1% | 80.4%-57.3pp | 77.8%-54.7pp | 82.6%-59.6pp |
| Annual return | -7.01% | 12.31%-19.3pp | 10.63%-17.6pp | 519.73%-526.7pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,033 | $5,964-82.7% | $5,565-81.4% | $5,609-81.6% |
| Admin fee / account holder | $217 | $8,380-97.4% | $7,510-97.1% | $10,827-98.0% |