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 7-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 | $62,534 | $117,690-46.9% | $71,735-12.8% | $134,475-53.5% |
| Participation rate | 16.7% | 68.8%-52.2pp | 62.3%-45.6pp | 81.2%-64.6pp |
| Annual return | -12.86% | 25.44%-38.3pp | 9.14%-22.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $361 | $2,525-85.7% | $1,704-78.8% | $4,740-92.4% |
| Participant deferral / active EE | $361 | $3,759-90.4% | $2,658-86.4% | $6,400-94.4% |
| Admin fee / account holder | $220 | $6,379-96.6% | $3,974-94.5% | $11,426-98.1% |