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 | $23,733 | $73,102-67.5% | $123,544-80.8% | $56,287-57.8% |
| Participation rate | 13.8% | 74.3%-60.5pp | 82.3%-68.5pp | 69.9%-56.0pp |
| Annual return | -6.71% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,279 | $5,423-76.4% | $6,426-80.1% | $3,350-61.8% |
| Admin fee / account holder | $91 | $554-83.5% | $9,284-99.0% | $521-82.4% |