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 | $15,584 | $69,518-77.6% | $59,878-74.0% | $135,375-88.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -7.37% | 7.94%-15.3pp | 3.46%-10.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $444 | $3,235-86.3% | $2,722-83.7% | $4,779-90.7% |
| Participant deferral / active EE | $444 | $4,206-89.4% | $3,402-86.9% | $5,609-92.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |