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 | $26,709 | $92,222-71.0% | $76,768-65.2% | $135,375-80.3% |
| Participation rate | 23.1% | 79.8%-56.7pp | 77.0%-53.9pp | 82.6%-59.6pp |
| Annual return | -6.15% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $598 | $3,216-81.4% | $2,485-76.0% | $4,779-87.5% |
| Participant deferral / active EE | $821 | $4,509-81.8% | $3,852-78.7% | $5,609-85.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |