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 6-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 | $43,966 | $45,863-4.1% | $77,024-42.9% | $68,494-35.8% |
| Participation rate | 56.0% | 55.9%+0.1pp | 67.9%-11.9pp | 67.9%-11.9pp |
| Annual return | -15.36% | 1.72%-17.1pp | 42.32%-57.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,920 | $1,650+16.4% | $2,812-31.7% | $2,596-26.1% |
| Participant deferral / active EE | $194 | $2,962-93.5% | $4,426-95.6% | $4,027-95.2% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |