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 5-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 | $27,324 | $73,867-63.0% | $143,757-81.0% | $68,494-60.1% |
| Participation rate | 37.0% | 66.7%-29.6pp | 80.3%-43.3pp | 67.9%-30.9pp |
| Annual return | -18.22% | 1.01%-19.2pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,992 | $3,184-6.0% | $4,951-39.6% | $2,596+15.2% |
| Participant deferral / active EE | $150 | $3,384-95.6% | $5,637-97.3% | $4,027-96.3% |
| Admin fee / account holder | $19 | $5,755-99.7% | $14,673-99.9% | $5,403-99.6% |