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 | $46,158 | $56,199-17.9% | $67,652-31.8% | $59,632-22.6% |
| Participation rate | 17.5% | 71.5%-54.0pp | 75.7%-58.2pp | 68.7%-51.2pp |
| Annual return | -0.83% | 18505.31%-18506.1pp | 6625.04%-6625.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $743 | $1,614-54.0% | $2,266-67.2% | $2,203-66.3% |
| Participant deferral / active EE | $1,137 | $2,844-60.0% | $3,560-68.1% | $3,192-64.4% |
| Admin fee / account holder | $187 | $3,958-95.3% | $4,821-96.1% | $4,297-95.6% |