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 | $28,051 | $72,404-61.3% | $110,238-74.6% | $64,186-56.3% |
| Participation rate | 48.1% | 73.3%-25.2pp | 79.8%-31.7pp | 69.6%-21.4pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $846 | $2,282-62.9% | $3,826-77.9% | $2,381-64.5% |
| Participant deferral / active EE | $1,464 | $3,469-57.8% | $4,672-68.7% | $3,470-57.8% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |