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 | $101,412 | $95,862+5.8% | $79,550+27.5% | $134,475-24.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -13.26% | -2.69%-10.6pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $976 | $3,128-68.8% | $2,413-59.6% | $4,740-79.4% |
| Participant deferral / active EE | $1,106 | $4,693-76.4% | $3,985-72.3% | $6,400-82.7% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |