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 | $94,828 | $90,519+4.8% | $93,789+1.1% | $134,475-29.5% |
| Participation rate | 33.3% | 82.0%-48.6pp | 81.0%-47.6pp | 81.2%-47.9pp |
| Annual return | -8.05% | -15.72%+7.7pp | -11.33%+3.3pp | 417.96%-426.0pp |
| Employer contribution / active EE | $2,067 | $4,343-52.4% | $4,323-52.2% | $4,740-56.4% |
| Participant deferral / active EE | $2,067 | $5,978-65.4% | $6,094-66.1% | $6,400-67.7% |
| Admin fee / account holder | $20 | $9,252-99.8% | $7,195-99.7% | $11,426-99.8% |