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 | $45,013 | $88,594-49.2% | $70,092-35.8% | $134,475-66.5% |
| Participation rate | 20.0% | 74.9%-54.9pp | 70.5%-50.5pp | 81.2%-61.2pp |
| Annual return | -16.83% | 442.67%-459.5pp | 190.73%-207.6pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $245 | $4,772-94.9% | $3,849-93.6% | $6,400-96.2% |
| Admin fee / account holder | $63 | $10,441-99.4% | $6,267-99.0% | $11,426-99.5% |