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 | $56,339 | $73,004-22.8% | $90,749-37.9% | $68,494-17.7% |
| Participation rate | 24.0% | 70.8%-46.8pp | 75.7%-51.7pp | 67.9%-43.9pp |
| Annual return | -18.50% | -13.81%-4.7pp | -12.16%-6.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $603 | $3,627-83.4% | $4,564-86.8% | $4,027-85.0% |
| Admin fee / account holder | $95 | $5,896-98.4% | $8,445-98.9% | $5,403-98.2% |