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 | $20,279 | $95,193-78.7% | $76,523-73.5% | $135,375-85.0% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -7.42% | 4.85%-12.3pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $480 | $3,302-85.5% | $2,647-81.9% | $4,779-90.0% |
| Participant deferral / active EE | $352 | $4,639-92.4% | $3,835-90.8% | $5,609-93.7% |
| Admin fee / account holder | $288 | $6,249-95.4% | $4,848-94.1% | $10,827-97.3% |