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 | $31,419 | $54,229-42.1% | $70,092-55.2% | $68,494-54.1% |
| Participation rate | 20.3% | 64.5%-44.1pp | 70.5%-50.1pp | 67.9%-47.5pp |
| Annual return | -9.74% | -13.87%+4.1pp | 190.73%-200.5pp | -7.84%-1.9pp |
| Employer contribution / active EE | $399 | $2,018-80.3% | $2,559-84.4% | $2,596-84.7% |
| Participant deferral / active EE | $606 | $2,956-79.5% | $3,849-84.3% | $4,027-85.0% |
| Admin fee / account holder | $30 | $4,694-99.4% | $6,267-99.5% | $5,403-99.5% |