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 | $28,011 | $138,065-79.7% | $123,544-77.3% | $135,375-79.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -5.62% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $909 | $5,151-82.4% | $4,628-80.4% | $4,779-81.0% |
| Participant deferral / active EE | $1,676 | $6,799-75.4% | $6,426-73.9% | $5,609-70.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |