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 | $102,161 | $147,167-30.6% | $111,392-8.3% | $135,375-24.5% |
| Participation rate | 37.5% | 84.0%-46.5pp | 78.9%-41.4pp | 82.6%-45.1pp |
| Annual return | -5.43% | -4.44%-1.0pp | -2.06%-3.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,943 | $5,204-62.7% | $4,328-55.1% | $4,779-59.3% |
| Participant deferral / active EE | $1,943 | $6,565-70.4% | $5,567-65.1% | $5,609-65.4% |
| Admin fee / account holder | -$220 | $20,270-101.1% | $12,266-101.8% | $10,827-102.0% |