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 | $34,134 | $42,383-19.5% | $76,523-55.4% | $64,186-46.8% |
| Participation rate | 22.6% | 58.1%-35.6pp | 68.0%-45.4pp | 69.6%-47.0pp |
| Annual return | -5.85% | -16.54%+10.7pp | -0.27%-5.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $364 | $1,563-76.7% | $2,647-86.2% | $2,381-84.7% |
| Participant deferral / active EE | $655 | $2,566-74.5% | $3,835-82.9% | $3,470-81.1% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,888-100.0% |