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 | $80,229 | $105,860-24.2% | $90,749-11.6% | $134,475-40.3% |
| Participation rate | 58.3% | 78.2%-19.9pp | 75.7%-17.4pp | 81.2%-22.9pp |
| Annual return | -12.12% | -11.01%-1.1pp | -12.16%0pp | 417.96%-430.1pp |
| Employer contribution / active EE | $862 | $3,462-75.1% | $2,921-70.5% | $4,740-81.8% |
| Participant deferral / active EE | $1,089 | $5,216-79.1% | $4,564-76.1% | $6,400-83.0% |
| Admin fee / account holder | $15 | $13,938-99.9% | $8,445-99.8% | $11,426-99.9% |