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 | $40,819 | $92,703-56.0% | $82,719-50.7% | $134,475-69.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -8.36% | 944.92%-953.3pp | 701.18%-709.5pp | 417.96%-426.3pp |
| Employer contribution / active EE | $544 | $3,274-83.4% | $3,009-81.9% | $4,740-88.5% |
| Participant deferral / active EE | $616 | $4,802-87.2% | $4,395-86.0% | $6,400-90.4% |
| Admin fee / account holder | $26 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |