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 | $12,791 | $106,543-88.0% | $91,220-86.0% | $134,475-90.5% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -19.92% | 160.60%-180.5pp | 114.01%-133.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $412 | $3,331-87.6% | $2,850-85.5% | $4,740-91.3% |
| Participant deferral / active EE | $434 | $4,719-90.8% | $4,234-89.7% | $6,400-93.2% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |