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 | $79,579 | $43,723+82.0% | $121,196-34.3% | $64,186+24.0% |
| Participation rate | 17.1% | 58.3%-41.2pp | 71.7%-54.6pp | 69.6%-52.4pp |
| Annual return | -4.86% | 68.91%-73.8pp | 16.93%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $862 | $2,280-62.2% | $3,344-74.2% | $3,470-75.2% |
| Admin fee / account holder | $108 | $3,501-96.9% | $5,019-97.9% | $4,888-97.8% |