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 8-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 | $1,648 | $21,859-92.5% | - | $64,186-97.4% |
| Participation rate | 3.7% | 49.4%-45.7pp | - | 69.6%-65.9pp |
| Annual return | -6.56% | -2.64%-3.9pp | - | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | - | $2,381-100.0% |
| Participant deferral / active EE | $18 | $1,289-98.6% | - | $3,470-99.5% |
| Admin fee / account holder | $0 | $1,657-100.0% | - | $4,888-100.0% |