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 | $15,384 | $90,519-83.0% | $93,789-83.6% | $134,475-88.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 81.0%-41.0pp | 81.2%-41.2pp |
| Annual return | -19.82% | -15.72%-4.1pp | -11.33%-8.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,222 | $4,343-71.9% | $4,323-71.7% | $4,740-74.2% |
| Participant deferral / active EE | $767 | $5,978-87.2% | $6,094-87.4% | $6,400-88.0% |
| Admin fee / account holder | $30 | $9,252-99.7% | $7,195-99.6% | $11,426-99.7% |