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 5-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 | $30,101 | $99,640-69.8% | $86,436-65.2% | $134,475-77.6% |
| Participation rate | 20.0% | 82.0%-62.0pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -19.26% | 6782.58%-6801.8pp | 4394.89%-4414.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,450 | $4,400-67.0% | $3,769-61.5% | $4,740-69.4% |
| Participant deferral / active EE | $1,824 | $7,246-74.8% | $6,952-73.8% | $6,400-71.5% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |