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 | $13,696 | $73,867-81.5% | $143,757-90.5% | $68,494-80.0% |
| Participation rate | 52.7% | 66.7%-13.9pp | 80.3%-27.6pp | 67.9%-15.1pp |
| Annual return | -12.79% | 1.01%-13.8pp | -0.04%-12.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,474 | $3,184-22.3% | $4,951-50.0% | $2,596-4.7% |
| Participant deferral / active EE | $622 | $3,384-81.6% | $5,637-89.0% | $4,027-84.5% |
| Admin fee / account holder | $65 | $5,755-98.9% | $14,673-99.6% | $5,403-98.8% |