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 | $63,113 | $152,509-58.6% | $117,472-46.3% | $134,475-53.1% |
| Participation rate | 41.7% | 77.1%-35.4pp | 70.6%-28.9pp | 81.2%-39.6pp |
| Annual return | -14.02% | 52.99%-67.0pp | 29.74%-43.8pp | 417.96%-432.0pp |
| Employer contribution / active EE | $280 | $5,571-95.0% | $4,176-93.3% | $4,740-94.1% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $268 | $7,004-96.2% | $5,645-95.2% | $11,426-97.7% |