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 | $126,966 | $82,286+54.3% | $68,791+84.6% | $134,475-5.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -17.68% | -2.19%-15.5pp | -6.38%-11.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $715 | $3,301-78.3% | $2,655-73.1% | $4,740-84.9% |
| Participant deferral / active EE | $990 | $4,739-79.1% | $3,941-74.9% | $6,400-84.5% |
| Admin fee / account holder | $24 | $6,481-99.6% | $4,932-99.5% | $11,426-99.8% |