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 | $64,600 | $100,754-35.9% | $86,677-25.5% | $134,475-52.0% |
| Participation rate | 47.1% | 78.9%-31.9pp | 76.6%-29.5pp | 81.2%-34.2pp |
| Annual return | -14.04% | 29.04%-43.1pp | 35.91%-50.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $813 | $5,338-84.8% | $4,656-82.5% | $6,400-87.3% |
| Admin fee / account holder | $9 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |