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 | $30,205 | $54,350-44.4% | $82,719-63.5% | $68,494-55.9% |
| Participation rate | 21.3% | 63.9%-42.6pp | 72.6%-51.3pp | 67.9%-46.6pp |
| Annual return | -13.04% | -13.67%+0.6pp | 701.18%-714.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $282 | $2,218-87.3% | $3,009-90.6% | $2,596-89.1% |
| Participant deferral / active EE | $310 | $3,246-90.5% | $4,395-93.0% | $4,027-92.3% |
| Admin fee / account holder | $192 | $4,395-95.6% | $5,329-96.4% | $5,403-96.4% |