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 | $18,662 | $45,863-59.3% | $77,024-75.8% | $68,494-72.8% |
| Participation rate | 26.5% | 55.9%-29.4pp | 67.9%-41.4pp | 67.9%-41.4pp |
| Annual return | -18.20% | 1.72%-19.9pp | 42.32%-60.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $221 | $2,962-92.5% | $4,426-95.0% | $4,027-94.5% |
| Admin fee / account holder | $266 | $3,041-91.3% | $5,425-95.1% | $5,403-95.1% |