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 | $21,833 | $59,805-63.5% | $79,550-72.6% | $68,494-68.1% |
| Participation rate | 24.2% | 61.1%-36.8pp | 69.5%-45.2pp | 67.9%-43.6pp |
| Annual return | -18.57% | -12.30%-6.3pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $342 | $1,505-77.3% | $2,413-85.8% | $2,596-86.8% |
| Participant deferral / active EE | $986 | $3,024-67.4% | $3,985-75.3% | $4,027-75.5% |
| Admin fee / account holder | $64 | $4,835-98.7% | $6,832-99.1% | $5,403-98.8% |