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 | $14,415 | $32,117-55.1% | $71,086-79.7% | $64,186-77.5% |
| Participation rate | 13.6% | 42.7%-29.1pp | 54.7%-41.1pp | 69.6%-56.0pp |
| Annual return | -7.61% | -5.57%-2.0pp | 650.59%-658.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $159 | $712-77.7% | $1,088-85.4% | $2,381-93.3% |
| Participant deferral / active EE | $175 | $1,263-86.1% | $1,874-90.7% | $3,470-95.0% |
| Admin fee / account holder | $248 | $2,759-91.0% | $3,082-91.9% | $4,888-94.9% |