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 | $87,250 | $82,664+5.5% | $125,339-30.4% | $68,494+27.4% |
| Participation rate | 16.2% | 75.0%-58.8pp | 82.4%-66.2pp | 67.9%-51.7pp |
| Annual return | -5.24% | -5.97%+0.7pp | 572.05%-577.3pp | -7.84%+2.6pp |
| Employer contribution / active EE | $1,407 | $3,381-58.4% | $4,814-70.8% | $2,596-45.8% |
| Participant deferral / active EE | $1,609 | $6,110-73.7% | $7,446-78.4% | $4,027-60.0% |
| Admin fee / account holder | $218 | $6,275-96.5% | $10,010-97.8% | $5,403-96.0% |