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 | $34,574 | $91,911-62.4% | $68,793-49.7% | $135,375-74.5% |
| Participation rate | 30.0% | 76.7%-46.7pp | 72.2%-42.2pp | 82.6%-52.6pp |
| Annual return | -9.09% | -8.22%-0.9pp | -4.63%-4.5pp | 519.73%-528.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $325 | $4,315-92.5% | $3,311-90.2% | $5,609-94.2% |
| Admin fee / account holder | $142 | $9,240-98.5% | $5,131-97.2% | $10,827-98.7% |