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 | $22,747 | $82,664-72.5% | $125,339-81.9% | $68,494-66.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,044 | $3,381-69.1% | $4,814-78.3% | $2,596-59.8% |
| Participant deferral / active EE | $2,059 | $6,110-66.3% | $7,446-72.4% | $4,027-48.9% |
| Admin fee / account holder | $33 | $6,275-99.5% | $10,010-99.7% | $5,403-99.4% |