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 6-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 | $24,851 | $49,227-49.5% | $70,449-64.7% | $79,858-68.9% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.7pp | 69.6%-36.3pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $589 | $2,099-71.9% | $2,737-78.5% | $2,471-76.1% |
| Participant deferral / active EE | $834 | $2,768-69.8% | $3,709-77.5% | $3,740-77.7% |
| Admin fee / account holder | $40 | $2,878-98.6% | $3,845-99.0% | $5,306-99.2% |