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 | $17,914 | $95,971-81.3% | $74,550-76.0% | $135,375-86.8% |
| Participation rate | 12.5% | 75.7%-63.2pp | 69.1%-56.6pp | 82.6%-70.1pp |
| Annual return | -8.41% | 56.96%-65.4pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $625 | $2,716-77.0% | $1,961-68.1% | $4,779-86.9% |
| Participant deferral / active EE | $625 | $3,843-83.7% | $3,108-79.9% | $5,609-88.9% |
| Admin fee / account holder | $30 | $6,522-99.5% | $5,060-99.4% | $10,827-99.7% |