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 | $47,155 | $142,344-66.9% | $119,609-60.6% | $134,475-64.9% |
| Participation rate | 46.7% | 82.8%-36.1pp | 79.3%-32.6pp | 81.2%-34.6pp |
| Annual return | -16.64% | -12.44%-4.2pp | -14.97%-1.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,653 | $6,469-74.4% | $5,602-70.5% | $6,400-74.2% |
| Admin fee / account holder | $1 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |