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 | $33,320 | $76,000-56.2% | $154,107-78.4% | $64,186-48.1% |
| Participation rate | 17.7% | 70.4%-52.7pp | 83.0%-65.3pp | 69.6%-51.8pp |
| Annual return | -6.63% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $587 | $3,175-81.5% | $5,081-88.4% | $3,470-83.1% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |