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 | $33,152 | $138,044-76.0% | $125,339-73.6% | $134,475-75.3% |
| Participation rate | 41.2% | 84.5%-43.3pp | 82.4%-41.2pp | 81.2%-40.0pp |
| Annual return | -17.29% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,419 | $7,799-69.0% | $7,446-67.5% | $6,400-62.2% |
| Admin fee / account holder | $274 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |