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 | $27,827 | $150,440-81.5% | $136,294-79.6% | $147,584-81.1% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,048 | $5,256-80.1% | $4,695-77.7% | $4,876-78.5% |
| Participant deferral / active EE | $1,704 | $6,630-74.3% | $6,247-72.7% | $5,439-68.7% |
| Admin fee / account holder | $208 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |