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 | $33,502 | $54,350-38.4% | $82,719-59.5% | $68,494-51.1% |
| Participation rate | 15.0% | 63.9%-48.9pp | 72.6%-57.6pp | 67.9%-52.9pp |
| Annual return | -12.84% | -13.67%+0.8pp | 701.18%-714.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $268 | $2,218-87.9% | $3,009-91.1% | $2,596-89.7% |
| Participant deferral / active EE | $629 | $3,246-80.6% | $4,395-85.7% | $4,027-84.4% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |