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 | $16,921 | $48,274-64.9% | $63,517-73.4% | $59,632-71.6% |
| Participation rate | 38.5% | 66.3%-27.9pp | 71.0%-32.6pp | 68.7%-30.2pp |
| Annual return | -1.44% | -240.79%+239.3pp | -70.30%+68.9pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $291 | $1,586-81.6% | $2,322-87.5% | $2,203-86.8% |
| Participant deferral / active EE | $575 | $2,343-75.4% | $2,953-80.5% | $3,192-82.0% |
| Admin fee / account holder | $179 | $3,600-95.0% | $5,892-97.0% | $4,297-95.8% |