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 10-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 | $17,315 | $27,641-37.4% | $61,373-71.8% | $68,494-74.7% |
| Participation rate | 17.9% | 39.5%-21.6pp | 52.6%-34.7pp | 67.9%-50.0pp |
| Annual return | -16.78% | -13.24%-3.5pp | 338.61%-355.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $61 | $1,263-95.1% | $2,125-97.1% | $4,027-98.5% |
| Admin fee / account holder | $17 | $2,010-99.2% | $2,130-99.2% | $5,403-99.7% |