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 | $12,224 | $42,383-71.2% | $76,523-84.0% | $64,186-81.0% |
| Participation rate | 21.4% | 58.1%-36.7pp | 68.0%-46.6pp | 69.6%-48.1pp |
| Annual return | -7.90% | -16.54%+8.6pp | -0.27%-7.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $865 | $1,563-44.7% | $2,647-67.3% | $2,381-63.7% |
| Participant deferral / active EE | $237 | $2,566-90.8% | $3,835-93.8% | $3,470-93.2% |
| Admin fee / account holder | $91 | $3,198-97.1% | $4,848-98.1% | $4,888-98.1% |