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 9-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 | $80,546 | $87,540-8.0% | $75,781+6.3% | $125,391-35.8% |
| Participation rate | 14.3% | 80.2%-65.9pp | 75.8%-61.5pp | 83.2%-68.9pp |
| Annual return | -0.41% | 13.48%-13.9pp | 9.68%-10.1pp | 282.22%-282.6pp |
| Employer contribution / active EE | $601 | $3,930-84.7% | $3,323-81.9% | $4,866-87.6% |
| Participant deferral / active EE | $751 | $4,229-82.2% | $3,651-79.4% | $5,352-86.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |