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 | $31,097 | $82,286-62.2% | $68,791-54.8% | $134,475-76.9% |
| Participation rate | 17.4% | 75.1%-57.7pp | 69.0%-51.6pp | 81.2%-63.8pp |
| Annual return | -18.90% | -2.19%-16.7pp | -6.38%-12.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $956 | $4,739-79.8% | $3,941-75.7% | $6,400-85.1% |
| Admin fee / account holder | $194 | $6,481-97.0% | $4,932-96.1% | $11,426-98.3% |