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 | $48,845 | $45,566+7.2% | $64,105-23.8% | $59,632-18.1% |
| Participation rate | 11.5% | 60.2%-48.6pp | 68.2%-56.6pp | 68.7%-57.1pp |
| Annual return | -0.41% | 4.95%-5.4pp | 791.24%-791.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $267 | $2,057-87.0% | $2,822-90.5% | $3,192-91.6% |
| Admin fee / account holder | $202 | $3,268-93.8% | $4,499-95.5% | $4,297-95.3% |