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 | $30,780 | $56,484-45.5% | $169,463-81.8% | $64,186-52.0% |
| Participation rate | 6.9% | 64.5%-57.7pp | 77.8%-70.9pp | 69.6%-62.7pp |
| Annual return | -5.78% | -1.55%-4.2pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $178 | $3,448-94.8% | $5,277-96.6% | $3,470-94.9% |
| Admin fee / account holder | $67 | $4,174-98.4% | $9,109-99.3% | $4,888-98.6% |