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 | $26,791 | $90,600-70.4% | $79,464-66.3% | $135,375-80.2% |
| Participation rate | 4.3% | 76.0%-71.7pp | 73.3%-69.0pp | 82.6%-78.3pp |
| Annual return | -8.37% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $82 | $3,068-97.3% | $2,800-97.1% | $4,779-98.3% |
| Participant deferral / active EE | $204 | $4,050-95.0% | $3,704-94.5% | $5,609-96.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |