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 | $43,804 | $83,908-47.8% | $68,509-36.1% | $125,391-65.1% |
| Participation rate | 30.4% | 78.2%-47.7pp | 74.7%-44.3pp | 83.2%-52.8pp |
| Annual return | -2.90% | 14.48%-17.4pp | 8.27%-11.2pp | 282.22%-285.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $464 | $4,125-88.7% | $3,382-86.3% | $5,352-91.3% |
| Admin fee / account holder | $140 | $8,982-98.4% | $5,275-97.3% | $9,540-98.5% |