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 4-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 | $72,068 | $100,754-28.5% | $86,677-16.9% | $134,475-46.4% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -19.92% | 29.04%-49.0pp | 35.91%-55.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,839 | $3,489-18.6% | $2,836+0.1% | $4,740-40.1% |
| Participant deferral / active EE | $1,162 | $5,338-78.2% | $4,656-75.0% | $6,400-81.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |