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 | $77,876 | $92,703-16.0% | $82,719-5.9% | $134,475-42.1% |
| Participation rate | 68.2% | 75.2%-7.0pp | 72.6%-4.4pp | 81.2%-13.0pp |
| Annual return | -16.04% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,975 | $3,274+21.4% | $3,009+32.1% | $4,740-16.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $189 | $5,983-96.8% | $5,329-96.5% | $11,426-98.3% |