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 | $31,276 | $30,732+1.8% | $59,496-47.4% | $59,632-47.6% |
| Participation rate | 11.8% | 43.2%-31.4pp | 54.6%-42.8pp | 68.7%-56.9pp |
| Annual return | -2.27% | 4.47%-6.7pp | 182.05%-184.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $202 | $1,183-82.9% | $1,829-89.0% | $3,192-93.7% |
| Admin fee / account holder | $169 | $2,136-92.1% | $2,232-92.4% | $4,297-96.1% |