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 | $17,047 | $119,451-85.7% | $67,711-74.8% | - |
| Participation rate | 57.6% | 53.0%+4.6pp | 67.5%-9.9pp | - |
| Annual return | 0.00% | -5.40%+5.4pp | 25.41%-25.4pp | - |
| Employer contribution / active EE | $0 | $941-100.0% | $2,559-100.0% | - |
| Participant deferral / active EE | $2,169 | $2,055+5.5% | $3,585-39.5% | - |
| Admin fee / account holder | $5 | $18,443-100.0% | $4,255-99.9% | - |