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 | $36,973 | $167,484-77.9% | $151,611-75.6% | $134,475-72.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -12.63% | 7.80%-20.4pp | 3.33%-16.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,113 | $6,829-69.1% | $6,166-65.7% | $4,740-55.4% |
| Participant deferral / active EE | $2,904 | $8,986-67.7% | $8,363-65.3% | $6,400-54.6% |
| Admin fee / account holder | $159 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |