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 | $34,668 | $81,900-57.7% | $119,609-71.0% | $68,494-49.4% |
| Participation rate | 43.9% | 71.9%-28.0pp | 79.3%-35.4pp | 67.9%-24.0pp |
| Annual return | -16.67% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,271 | $2,693-52.8% | $4,232-70.0% | $2,596-51.0% |
| Participant deferral / active EE | $1,646 | $4,148-60.3% | $5,602-70.6% | $4,027-59.1% |
| Admin fee / account holder | $167 | $6,582-97.5% | $10,323-98.4% | $5,403-96.9% |