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 | $30,416 | $100,754-69.8% | $86,677-64.9% | $134,475-77.4% |
| Participation rate | 33.3% | 78.9%-45.6pp | 76.6%-43.2pp | 81.2%-47.9pp |
| Annual return | -17.39% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,051 | $5,338-80.3% | $4,656-77.4% | $6,400-83.6% |
| Admin fee / account holder | $11 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |