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 9-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 | $13,033 | $92,703-85.9% | $82,719-84.2% | $134,475-90.3% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -20.00% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $550 | $3,274-83.2% | $3,009-81.7% | $4,740-88.4% |
| Participant deferral / active EE | $685 | $4,802-85.7% | $4,395-84.4% | $6,400-89.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |