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 | $72,579 | $211,958-65.8% | $169,463-57.2% | $135,375-46.4% |
| Participation rate | 13.6% | 82.6%-69.0pp | 77.8%-64.1pp | 82.6%-69.0pp |
| Annual return | -6.06% | 3.26%-9.3pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $385 | $6,075-93.7% | $5,277-92.7% | $5,609-93.1% |
| Admin fee / account holder | $66 | $11,471-99.4% | $9,109-99.3% | $10,827-99.4% |