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 | $135,864 | $117,690+15.4% | $71,735+89.4% | $134,475+1.0% |
| Participation rate | 62.5% | 68.8%-6.3pp | 62.3%+0.2pp | 81.2%-18.7pp |
| Annual return | -16.43% | 25.44%-41.9pp | 9.14%-25.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $143 | $2,525-94.3% | $1,704-91.6% | $4,740-97.0% |
| Participant deferral / active EE | $412 | $3,759-89.1% | $2,658-84.5% | $6,400-93.6% |
| Admin fee / account holder | $1 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |