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 | $17,557 | $29,051-39.6% | $52,425-66.5% | $67,986-74.2% |
| Participation rate | 16.3% | 30.4%-14.1pp | 55.6%-39.3pp | 57.2%-40.9pp |
| Annual return | 0.00% | 24.00%-24.0pp | 302.12%-302.1pp | 31.67%-31.7pp |
| Employer contribution / active EE | $70 | $412-83.0% | $914-92.4% | $2,019-96.5% |
| Participant deferral / active EE | $110 | $873-87.4% | $1,790-93.8% | $3,358-96.7% |
| Admin fee / account holder | $0 | $2,113-100.0% | $2,495-100.0% | $3,203-100.0% |