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 7-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 | $17,709 | $190,805-90.7% | $159,960-88.9% | $134,475-86.8% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -15.82% | 552.23%-568.1pp | 408.60%-424.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,067 | $4,995-78.6% | $4,226-74.8% | $4,740-77.5% |
| Participant deferral / active EE | $1,333 | $6,923-80.7% | $6,182-78.4% | $6,400-79.2% |
| Admin fee / account holder | $134 | $10,471-98.7% | $8,698-98.5% | $11,426-98.8% |