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 | $25,069 | $167,484-85.0% | $151,611-83.5% | $134,475-81.4% |
| Participation rate | 47.4% | 88.4%-41.0pp | 87.5%-40.1pp | 81.2%-33.9pp |
| Annual return | -17.81% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,148 | $8,986-76.1% | $8,363-74.3% | $6,400-66.4% |
| Admin fee / account holder | $32 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |