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 | $59,865 | $138,065-56.6% | $123,544-51.5% | $135,375-55.8% |
| Participation rate | 26.3% | 84.7%-58.4pp | 82.3%-56.0pp | 82.6%-56.3pp |
| Annual return | -6.29% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,096 | $5,151-78.7% | $4,628-76.3% | $4,779-77.1% |
| Participant deferral / active EE | $1,522 | $6,799-77.6% | $6,426-76.3% | $5,609-72.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |