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 | $91,289 | $129,942-29.7% | $104,294-12.5% | $134,475-32.1% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -16.76% | 42.03%-58.8pp | 24.61%-41.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,277 | $4,184-69.5% | $3,372-62.1% | $4,740-73.1% |
| Participant deferral / active EE | $1,277 | $5,588-77.2% | $4,625-72.4% | $6,400-80.1% |
| Admin fee / account holder | $40 | $9,323-99.6% | $7,339-99.5% | $11,426-99.6% |