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 | $69,299 | $190,805-63.7% | $159,960-56.7% | $134,475-48.5% |
| Participation rate | 21.1% | 81.9%-60.9pp | 78.0%-56.9pp | 81.2%-60.2pp |
| Annual return | -15.59% | 552.23%-567.8pp | 408.60%-424.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,220 | $4,995-15.5% | $4,226-0.1% | $4,740-11.0% |
| Participant deferral / active EE | $1,136 | $6,923-83.6% | $6,182-81.6% | $6,400-82.3% |
| Admin fee / account holder | $209 | $10,471-98.0% | $8,698-97.6% | $11,426-98.2% |