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 | $22,430 | $127,386-82.4% | $115,037-80.5% | $125,391-82.1% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -0.52% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,132 | $5,166-78.1% | $4,608-75.4% | $4,866-76.7% |
| Participant deferral / active EE | $1,415 | $6,423-78.0% | $6,026-76.5% | $5,352-73.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |