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 | $105,123 | $72,404+45.2% | $110,238-4.6% | $64,186+63.8% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.6%-32.1pp |
| Annual return | -3.96% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $656 | $2,282-71.2% | $3,826-82.9% | $2,381-72.4% |
| Participant deferral / active EE | $1,000 | $3,469-71.2% | $4,672-78.6% | $3,470-71.2% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |