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 | $21,851 | $42,894-49.1% | $60,874-64.1% | $68,494-68.1% |
| Participation rate | 33.3% | 66.8%-33.5pp | 73.1%-39.8pp | 67.9%-34.6pp |
| Annual return | -18.01% | -13.98%-4.0pp | 16.90%-34.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $828 | $2,867-71.1% | $3,817-78.3% | $4,027-79.4% |
| Admin fee / account holder | $284 | $3,101-90.8% | $3,224-91.2% | $5,403-94.7% |