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 | $26,251 | $63,114-58.4% | $92,893-71.7% | $65,185-59.7% |
| Participation rate | 26.1% | 68.8%-42.7pp | 76.0%-50.0pp | 70.2%-44.1pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.41%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,205 | $2,571-53.1% | $3,653-67.0% | $2,177-44.6% |
| Participant deferral / active EE | $1,335 | $3,108-57.0% | $4,236-68.5% | $3,514-62.0% |
| Admin fee / account holder | $95 | $624-84.8% | $5,794-98.4% | $847-88.8% |