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 | $26,997 | $91,911-70.6% | $68,793-60.8% | $135,375-80.1% |
| Participation rate | 13.6% | 76.7%-63.1pp | 72.2%-58.6pp | 82.6%-69.0pp |
| Annual return | -4.75% | -8.22%+3.5pp | -4.63%-0.1pp | 519.73%-524.5pp |
| Employer contribution / active EE | $214 | $3,924-94.5% | $2,625-91.8% | $4,779-95.5% |
| Participant deferral / active EE | $285 | $4,315-93.4% | $3,311-91.4% | $5,609-94.9% |
| Admin fee / account holder | $5 | $9,240-99.9% | $5,131-99.9% | $10,827-100.0% |