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 | $25,782 | $57,354-55.0% | $83,848-69.3% | $64,186-59.8% |
| Participation rate | 21.1% | 68.6%-47.6pp | 76.1%-55.1pp | 69.6%-48.5pp |
| Annual return | -6.03% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $667 | $2,993-77.7% | $4,082-83.7% | $3,470-80.8% |
| Admin fee / account holder | $2 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |