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 | $31,944 | $97,757-67.3% | $83,848-61.9% | $135,375-76.4% |
| Participation rate | 29.2% | 80.0%-50.8pp | 76.1%-47.0pp | 82.6%-53.5pp |
| Annual return | -7.56% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $870 | $4,682-81.4% | $4,082-78.7% | $5,609-84.5% |
| Admin fee / account holder | $192 | $6,674-97.1% | $5,478-96.5% | $10,827-98.2% |