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 | $71,874 | $77,813-7.6% | $123,544-41.8% | $64,186+12.0% |
| Participation rate | 25.9% | 74.7%-48.8pp | 82.3%-56.4pp | 69.6%-43.6pp |
| Annual return | -8.01% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $720 | $3,014-76.1% | $4,628-84.4% | $2,381-69.8% |
| Participant deferral / active EE | $1,920 | $5,240-63.4% | $6,426-70.1% | $3,470-44.7% |
| Admin fee / account holder | $175 | $5,519-96.8% | $9,284-98.1% | $4,888-96.4% |