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 | $24,386 | $82,664-70.5% | $125,339-80.5% | $68,494-64.4% |
| Participation rate | 39.4% | 75.0%-35.6pp | 82.4%-43.0pp | 67.9%-28.5pp |
| Annual return | -15.30% | -5.97%-9.3pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $994 | $3,381-70.6% | $4,814-79.4% | $2,596-61.7% |
| Participant deferral / active EE | $1,341 | $6,110-78.1% | $7,446-82.0% | $4,027-66.7% |
| Admin fee / account holder | $38 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |