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 8-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 | $124,504 | $142,344-12.5% | $119,609+4.1% | $134,475-7.4% |
| Participation rate | 57.9% | 82.8%-24.9pp | 79.3%-21.4pp | 81.2%-23.3pp |
| Annual return | -10.70% | -12.44%+1.7pp | -14.97%+4.3pp | 417.96%-428.7pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $674 | $6,469-89.6% | $5,602-88.0% | $6,400-89.5% |
| Admin fee / account holder | $104 | $13,584-99.2% | $10,323-99.0% | $11,426-99.1% |