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 9-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 | $42,099 | $73,867-43.0% | $143,757-70.7% | $68,494-38.5% |
| Participation rate | 11.9% | 66.7%-54.8pp | 80.3%-68.4pp | 67.9%-56.0pp |
| Annual return | -16.61% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $270 | $3,384-92.0% | $5,637-95.2% | $4,027-93.3% |
| Admin fee / account holder | $17 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |