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 | $15,095 | $69,518-78.3% | $59,878-74.8% | $135,375-88.8% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.7%-39.0pp | 82.6%-46.9pp |
| Annual return | -7.51% | 7.94%-15.4pp | 3.46%-11.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $389 | $3,235-88.0% | $2,722-85.7% | $4,779-91.9% |
| Participant deferral / active EE | $544 | $4,206-87.1% | $3,402-84.0% | $5,609-90.3% |
| Admin fee / account holder | $217 | $5,734-96.2% | $3,590-94.0% | $10,827-98.0% |