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 | $24,974 | $82,664-69.8% | $125,339-80.1% | $68,494-63.5% |
| Participation rate | 35.7% | 75.0%-39.3pp | 82.4%-46.7pp | 67.9%-32.2pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $907 | $3,381-73.2% | $4,814-81.2% | $2,596-65.1% |
| Participant deferral / active EE | $1,559 | $6,110-74.5% | $7,446-79.1% | $4,027-61.3% |
| Admin fee / account holder | $41 | $6,275-99.4% | $10,010-99.6% | $5,403-99.2% |