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 | $38,824 | $138,044-71.9% | $125,339-69.0% | $134,475-71.1% |
| Participation rate | 61.5% | 84.5%-22.9pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -19.93% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,022 | $5,243-80.5% | $4,814-78.8% | $4,740-78.4% |
| Participant deferral / active EE | $1,263 | $7,799-83.8% | $7,446-83.0% | $6,400-80.3% |
| Admin fee / account holder | $289 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |