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 | $18,150 | $63,953-71.6% | $54,726-66.8% | $135,375-86.6% |
| Participation rate | 33.3% | 84.9%-51.5pp | 79.1%-45.8pp | 82.6%-49.3pp |
| Annual return | -7.36% | -5.77%-1.6pp | -4.56%-2.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $689 | $4,810-85.7% | $3,953-82.6% | $5,609-87.7% |
| Admin fee / account holder | $150 | $4,567-96.7% | $3,818-96.1% | $10,827-98.6% |