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 | $41,046 | $81,900-49.9% | $119,609-65.7% | $68,494-40.1% |
| Participation rate | 37.0% | 71.9%-34.9pp | 79.3%-42.2pp | 67.9%-30.9pp |
| Annual return | -14.23% | -23.82%+9.6pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,029 | $4,148-75.2% | $5,602-81.6% | $4,027-74.5% |
| Admin fee / account holder | $116 | $6,582-98.2% | $10,323-98.9% | $5,403-97.9% |