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 | $48,513 | $90,590-46.4% | $90,782-46.6% | $135,375-64.2% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.7%-22.7pp | 82.6%-22.6pp |
| Annual return | -7.89% | -3.40%-4.5pp | -3.42%-4.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,515 | $4,352-65.2% | $4,105-63.1% | $4,779-68.3% |
| Participant deferral / active EE | $1,629 | $5,407-69.9% | $5,366-69.6% | $5,609-71.0% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |