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 | $32,958 | $138,044-76.1% | $125,339-73.7% | $134,475-75.5% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -14.06% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,345 | $5,243-74.3% | $4,814-72.1% | $4,740-71.6% |
| Participant deferral / active EE | $2,242 | $7,799-71.3% | $7,446-69.9% | $6,400-65.0% |
| Admin fee / account holder | $160 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |