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 | $50,508 | $82,664-38.9% | $125,339-59.7% | $68,494-26.3% |
| Participation rate | 29.6% | 75.0%-45.4pp | 82.4%-52.7pp | 67.9%-38.3pp |
| Annual return | -18.41% | -5.97%-12.4pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $827 | $6,110-86.5% | $7,446-88.9% | $4,027-79.5% |
| Admin fee / account holder | $65 | $6,275-99.0% | $10,010-99.3% | $5,403-98.8% |