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 6-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 | $26,291 | $97,757-73.1% | $83,848-68.6% | $135,375-80.6% |
| Participation rate | 47.1% | 80.0%-32.9pp | 76.1%-29.1pp | 82.6%-35.6pp |
| Annual return | -4.38% | 1287.37%-1291.7pp | 850.88%-855.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,237 | $4,222-70.7% | $3,631-65.9% | $4,779-74.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |