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 | $51,056 | $105,860-51.8% | $90,749-43.7% | $134,475-62.0% |
| Participation rate | 23.1% | 78.2%-55.2pp | 75.7%-52.6pp | 81.2%-58.1pp |
| Annual return | -13.65% | -11.01%-2.6pp | -12.16%-1.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $407 | $5,216-92.2% | $4,564-91.1% | $6,400-93.6% |
| Admin fee / account holder | $67 | $13,938-99.5% | $8,445-99.2% | $11,426-99.4% |