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 | $46,241 | $82,664-44.1% | $125,339-63.1% | $68,494-32.5% |
| Participation rate | 36.6% | 75.0%-38.4pp | 82.4%-45.7pp | 67.9%-31.3pp |
| Annual return | -14.26% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $811 | $3,381-76.0% | $4,814-83.2% | $2,596-68.8% |
| Participant deferral / active EE | $1,238 | $6,110-79.7% | $7,446-83.4% | $4,027-69.2% |
| Admin fee / account holder | $230 | $6,275-96.3% | $10,010-97.7% | $5,403-95.7% |