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 | $27,361 | $142,344-80.8% | $119,609-77.1% | $134,475-79.7% |
| Participation rate | 41.7% | 82.8%-41.1pp | 79.3%-37.6pp | 81.2%-39.6pp |
| Annual return | -14.31% | -12.44%-1.9pp | -14.97%+0.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $911 | $6,469-85.9% | $5,602-83.7% | $6,400-85.8% |
| Admin fee / account holder | $161 | $13,584-98.8% | $10,323-98.4% | $11,426-98.6% |