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 | $31,315 | $142,344-78.0% | $119,609-73.8% | $134,475-76.7% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.3%-16.1pp | 81.2%-18.1pp |
| Annual return | -18.99% | -12.44%-6.6pp | -14.97%-4.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,086 | $5,222-79.2% | $4,232-74.3% | $4,740-77.1% |
| Participant deferral / active EE | $1,315 | $6,469-79.7% | $5,602-76.5% | $6,400-79.4% |
| Admin fee / account holder | $189 | $13,584-98.6% | $10,323-98.2% | $11,426-98.3% |