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 | $48,289 | $95,193-49.3% | $76,523-36.9% | $135,375-64.3% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.0%-51.3pp | 82.6%-66.0pp |
| Annual return | -3.23% | 4.85%-8.1pp | -0.27%-3.0pp | 519.73%-523.0pp |
| Employer contribution / active EE | $276 | $3,302-91.7% | $2,647-89.6% | $4,779-94.2% |
| Participant deferral / active EE | $507 | $4,639-89.1% | $3,835-86.8% | $5,609-91.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |