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 | $52,660 | $133,958-60.7% | $112,228-53.1% | $134,475-60.8% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.1%-58.4pp | 81.2%-64.6pp |
| Annual return | -17.01% | 47.11%-64.1pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $579 | $5,291-89.1% | $4,728-87.8% | $6,400-91.0% |
| Admin fee / account holder | $290 | $7,489-96.1% | $6,410-95.5% | $11,426-97.5% |