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 | $49,768 | $71,883-30.8% | $86,677-42.6% | $68,494-27.3% |
| Participation rate | 49.0% | 72.2%-23.3pp | 76.6%-27.6pp | 67.9%-18.9pp |
| Annual return | -14.22% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,591 | $3,779-57.9% | $4,656-65.8% | $4,027-60.5% |
| Admin fee / account holder | $286 | $6,112-95.3% | $7,493-96.2% | $5,403-94.7% |