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 3-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 | $25,632 | $92,703-72.4% | $82,719-69.0% | $134,475-80.9% |
| Participation rate | 7.7% | 75.2%-67.5pp | 72.6%-64.9pp | 81.2%-73.5pp |
| Annual return | -18.24% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $22 | $4,802-99.5% | $4,395-99.5% | $6,400-99.7% |
| Admin fee / account holder | -$7 | $5,983-100.1% | $5,329-100.1% | $11,426-100.1% |