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 | $51,053 | $129,942-60.7% | $104,294-51.0% | $134,475-62.0% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -10.34% | 42.03%-52.4pp | 24.61%-35.0pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,216 | $4,184-70.9% | $3,372-63.9% | $4,740-74.3% |
| Participant deferral / active EE | $1,216 | $5,588-78.2% | $4,625-73.7% | $6,400-81.0% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |