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 | $79,916 | $135,635-41.1% | $110,238-27.5% | $135,375-41.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -3.86% | 513.19%-517.0pp | 314.74%-318.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,265 | $4,906-74.2% | $3,826-66.9% | $4,779-73.5% |
| Participant deferral / active EE | $1,484 | $5,506-73.1% | $4,672-68.2% | $5,609-73.5% |
| Admin fee / account holder | $23 | $11,457-99.8% | $8,547-99.7% | $10,827-99.8% |