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 | $7,635 | $117,690-93.5% | $71,735-89.4% | $134,475-94.3% |
| Participation rate | 62.5% | 68.8%-6.3pp | 62.3%+0.2pp | 81.2%-18.7pp |
| Annual return | -18.78% | 25.44%-44.2pp | 9.14%-27.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $204 | $2,525-91.9% | $1,704-88.0% | $4,740-95.7% |
| Participant deferral / active EE | $327 | $3,759-91.3% | $2,658-87.7% | $6,400-94.9% |
| Admin fee / account holder | $97 | $6,379-98.5% | $3,974-97.6% | $11,426-99.1% |