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 | $21,049 | $97,044-78.3% | $83,333-74.7% | $135,375-84.5% |
| Participation rate | 33.3% | 80.4%-47.1pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -9.45% | 12.31%-21.8pp | 10.63%-20.1pp | 519.73%-529.2pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $206 | $5,964-96.5% | $5,565-96.3% | $5,609-96.3% |
| Admin fee / account holder | $290 | $8,380-96.5% | $7,510-96.1% | $10,827-97.3% |