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 | $30,676 | $99,032-69.0% | $80,019-61.7% | $135,375-77.3% |
| Participation rate | 31.8% | 78.4%-46.5pp | 75.8%-44.0pp | 82.6%-50.8pp |
| Annual return | -6.41% | 15.39%-21.8pp | 11.22%-17.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $870 | $4,282-79.7% | $3,686-76.4% | $5,609-84.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |