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 | $27,024 | $32,117-15.9% | $71,086-62.0% | $64,186-57.9% |
| Participation rate | 7.5% | 42.7%-35.2pp | 54.7%-47.2pp | 69.6%-62.1pp |
| Annual return | -8.88% | -5.57%-3.3pp | 650.59%-659.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $132 | $712-81.5% | $1,088-87.9% | $2,381-94.5% |
| Participant deferral / active EE | $151 | $1,263-88.1% | $1,874-91.9% | $3,470-95.7% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |