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 | $12,992 | $76,000-82.9% | $154,107-91.6% | $64,186-79.8% |
| Participation rate | 6.7% | 70.4%-63.7pp | 83.0%-76.4pp | 69.6%-62.9pp |
| Annual return | -4.57% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $177 | $3,175-94.4% | $5,081-96.5% | $3,470-94.9% |
| Admin fee / account holder | $115 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |