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 | $33,003 | $76,000-56.6% | $154,107-78.6% | $64,186-48.6% |
| Participation rate | 15.6% | 70.4%-54.8pp | 83.0%-67.4pp | 69.6%-53.9pp |
| Annual return | -7.18% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $401 | $3,351-88.0% | $5,298-92.4% | $2,381-83.2% |
| Participant deferral / active EE | $869 | $3,175-72.6% | $5,081-82.9% | $3,470-75.0% |
| Admin fee / account holder | $262 | $5,596-95.3% | $13,411-98.0% | $4,888-94.6% |