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 | $52,675 | $49,177+7.1% | $79,464-33.7% | $64,186-17.9% |
| Participation rate | 17.9% | 65.0%-47.2pp | 73.3%-55.5pp | 69.6%-51.7pp |
| Annual return | -4.11% | -1.16%-3.0pp | 718.14%-722.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $493 | $2,821-82.5% | $3,704-86.7% | $3,470-85.8% |
| Admin fee / account holder | $63 | $3,839-98.4% | $5,113-98.8% | $4,888-98.7% |