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 | $23,761 | $92,703-74.4% | $82,719-71.3% | $134,475-82.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -7.15% | 944.92%-952.1pp | 701.18%-708.3pp | 417.96%-425.1pp |
| Employer contribution / active EE | $437 | $3,274-86.7% | $3,009-85.5% | $4,740-90.8% |
| Participant deferral / active EE | $647 | $4,802-86.5% | $4,395-85.3% | $6,400-89.9% |
| Admin fee / account holder | $176 | $5,983-97.1% | $5,329-96.7% | $11,426-98.5% |