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 | $42,607 | $92,703-54.0% | $82,719-48.5% | $134,475-68.3% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | -14.62% | 944.92%-959.5pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $664 | $3,274-79.7% | $3,009-77.9% | $4,740-86.0% |
| Participant deferral / active EE | $736 | $4,802-84.7% | $4,395-83.3% | $6,400-88.5% |
| Admin fee / account holder | $100 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |