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 | $104,281 | $133,958-22.2% | $112,228-7.1% | $134,475-22.5% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -16.86% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $821 | $4,038-79.7% | $3,635-77.4% | $4,740-82.7% |
| Participant deferral / active EE | $977 | $5,291-81.5% | $4,728-79.3% | $6,400-84.7% |
| Admin fee / account holder | $6 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |