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 | $41,638 | $43,723-4.8% | $121,196-65.6% | $64,186-35.1% |
| Participation rate | 19.7% | 58.3%-38.6pp | 71.7%-52.0pp | 69.6%-49.9pp |
| Annual return | -7.00% | 68.91%-75.9pp | 16.93%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $870 | $2,280-61.8% | $3,344-74.0% | $3,470-74.9% |
| Admin fee / account holder | $2 | $3,501-99.9% | $5,019-100.0% | $4,888-100.0% |