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 | $69,526 | $97,757-28.9% | $83,848-17.1% | $135,375-48.6% |
| Participation rate | 31.6% | 80.0%-48.4pp | 76.1%-44.6pp | 82.6%-51.1pp |
| Annual return | -7.08% | 1287.37%-1294.4pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $752 | $4,222-82.2% | $3,631-79.3% | $4,779-84.3% |
| Participant deferral / active EE | $934 | $4,682-80.0% | $4,082-77.1% | $5,609-83.3% |
| Admin fee / account holder | $102 | $6,674-98.5% | $5,478-98.1% | $10,827-99.1% |