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 3-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 | $15,894 | $54,229-70.7% | $70,092-77.3% | $68,494-76.8% |
| Participation rate | 12.1% | 64.5%-52.4pp | 70.5%-58.4pp | 67.9%-55.8pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $795 | $2,018-60.6% | $2,559-68.9% | $2,596-69.4% |
| Participant deferral / active EE | $1,025 | $2,956-65.3% | $3,849-73.4% | $4,027-74.6% |
| Admin fee / account holder | $114 | $4,694-97.6% | $6,267-98.2% | $5,403-97.9% |