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 | $15,367 | $76,000-79.8% | $154,107-90.0% | $64,186-76.1% |
| Participation rate | 36.7% | 70.4%-33.7pp | 83.0%-46.4pp | 69.6%-32.9pp |
| Annual return | -7.51% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $456 | $3,351-86.4% | $5,298-91.4% | $2,381-80.8% |
| Participant deferral / active EE | $613 | $3,175-80.7% | $5,081-87.9% | $3,470-82.3% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |