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 | $12,636 | $49,177-74.3% | $79,464-84.1% | $64,186-80.3% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.6%-36.2pp |
| Annual return | -6.05% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $694 | $2,821-75.4% | $3,704-81.3% | $3,470-80.0% |
| Admin fee / account holder | $30 | $3,839-99.2% | $5,113-99.4% | $4,888-99.4% |