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 | $22,727 | $55,230-58.8% | $79,550-71.4% | - |
| Participation rate | 1.0% | 62.4%-61.4pp | 69.5%-68.5pp | - |
| Annual return | -12.91% | -17.05%+4.1pp | 0.16%-13.1pp | - |
| Employer contribution / active EE | $0 | $1,304-100.0% | $2,413-100.0% | - |
| Participant deferral / active EE | $12 | $2,804-99.6% | $3,985-99.7% | - |
| Admin fee / account holder | $0 | $7,320-100.0% | $6,832-100.0% | - |