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 | $44,948 | $97,757-54.0% | $83,848-46.4% | $135,375-66.8% |
| Participation rate | 39.1% | 80.0%-40.8pp | 76.1%-37.0pp | 82.6%-43.5pp |
| Annual return | -3.72% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,001 | $4,682-78.6% | $4,082-75.5% | $5,609-82.1% |
| Admin fee / account holder | $64 | $6,674-99.0% | $5,478-98.8% | $10,827-99.4% |