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 8-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 | $25,164 | $50,958-50.6% | $74,550-66.2% | $64,186-60.8% |
| Participation rate | 17.6% | 61.1%-43.4pp | 69.1%-51.5pp | 69.6%-51.9pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $255 | $1,115-77.2% | $1,961-87.0% | $2,381-89.3% |
| Participant deferral / active EE | $849 | $2,301-63.1% | $3,108-72.7% | $3,470-75.5% |
| Admin fee / account holder | $33 | $4,223-99.2% | $5,060-99.3% | $4,888-99.3% |