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 | $22,102 | $138,044-84.0% | $125,339-82.4% | $134,475-83.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.47% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,641 | $5,243-68.7% | $4,814-65.9% | $4,740-65.4% |
| Participant deferral / active EE | $1,914 | $7,799-75.5% | $7,446-74.3% | $6,400-70.1% |
| Admin fee / account holder | $166 | $11,571-98.6% | $10,010-98.3% | $11,426-98.6% |