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 | $26,681 | $92,222-71.1% | $76,768-65.2% | $135,375-80.3% |
| Participation rate | 36.8% | 79.8%-42.9pp | 77.0%-40.1pp | 82.6%-45.8pp |
| Annual return | -3.07% | 5.46%-8.5pp | 2.43%-5.5pp | 519.73%-522.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $736 | $4,509-83.7% | $3,852-80.9% | $5,609-86.9% |
| Admin fee / account holder | $167 | $10,748-98.5% | $6,675-97.5% | $10,827-98.5% |