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 | $9,094 | $27,641-67.1% | $61,373-85.2% | $68,494-86.7% |
| Participation rate | 9.8% | 39.5%-29.7pp | 52.6%-42.8pp | 67.9%-58.1pp |
| Annual return | -19.31% | -13.24%-6.1pp | 338.61%-357.9pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $227 | $1,263-82.0% | $2,125-89.3% | $4,027-94.4% |
| Admin fee / account holder | $37 | $2,010-98.2% | $2,130-98.3% | $5,403-99.3% |