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 | $59,646 | $97,044-38.5% | $83,333-28.4% | $135,375-55.9% |
| Participation rate | 37.5% | 80.4%-42.9pp | 77.8%-40.3pp | 82.6%-45.1pp |
| Annual return | -8.31% | 12.31%-20.6pp | 10.63%-18.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $749 | $4,143-81.9% | $3,379-77.8% | $4,779-84.3% |
| Participant deferral / active EE | $1,083 | $5,964-81.8% | $5,565-80.5% | $5,609-80.7% |
| Admin fee / account holder | $38 | $8,380-99.6% | $7,510-99.5% | $10,827-99.7% |