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 | $161,791 | $167,307-3.3% | $143,757+12.5% | $134,475+20.3% |
| Participation rate | 38.9% | 84.8%-45.9pp | 80.3%-41.4pp | 81.2%-42.3pp |
| Annual return | -10.44% | 0.46%-10.9pp | -0.04%-10.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,342 | $5,619-58.3% | $4,951-52.7% | $4,740-50.6% |
| Participant deferral / active EE | $2,059 | $6,446-68.1% | $5,637-63.5% | $6,400-67.8% |
| Admin fee / account holder | $216 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |