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 | $26,322 | $133,958-80.4% | $112,228-76.5% | $134,475-80.4% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -18.59% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,508 | $4,038-37.9% | $3,635-31.0% | $4,740-47.1% |
| Participant deferral / active EE | $43 | $5,291-99.2% | $4,728-99.1% | $6,400-99.3% |
| Admin fee / account holder | $261 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |