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 | $39,554 | $127,100-68.9% | $105,738-62.6% | $135,375-70.8% |
| Participation rate | 22.2% | 82.7%-60.5pp | 76.3%-54.1pp | 82.6%-60.4pp |
| Annual return | -6.98% | 4.49%-11.5pp | 6.27%-13.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $674 | $5,064-86.7% | $4,080-83.5% | $5,609-88.0% |
| Admin fee / account holder | $18 | $9,087-99.8% | $6,913-99.7% | $10,827-99.8% |