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 | $46,994 | $99,640-52.8% | $86,436-45.6% | $134,475-65.1% |
| Participation rate | 56.5% | 82.0%-25.5pp | 80.3%-23.8pp | 81.2%-24.7pp |
| Annual return | -18.50% | 6782.58%-6801.1pp | 4394.89%-4413.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,018 | $7,246-72.2% | $6,952-71.0% | $6,400-68.5% |
| Admin fee / account holder | $152 | $8,371-98.2% | $6,731-97.7% | $11,426-98.7% |