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 7-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 | $10,627 | $53,162-80.0% | $91,220-88.4% | $68,494-84.5% |
| Participation rate | 14.8% | 63.2%-48.4pp | 73.2%-58.4pp | 67.9%-53.1pp |
| Annual return | -17.43% | -3.14%-14.3pp | 114.01%-131.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $377 | $2,974-87.3% | $4,234-91.1% | $4,027-90.6% |
| Admin fee / account holder | $240 | $4,493-94.7% | $5,420-95.6% | $5,403-95.6% |