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 | $25,967 | $54,350-52.2% | $82,719-68.6% | $68,494-62.1% |
| Participation rate | 44.1% | 63.9%-19.8pp | 72.6%-28.5pp | 67.9%-23.8pp |
| Annual return | -1.71% | -13.67%+12.0pp | 701.18%-702.9pp | -7.84%+6.1pp |
| Employer contribution / active EE | $304 | $2,218-86.3% | $3,009-89.9% | $2,596-88.3% |
| Participant deferral / active EE | $651 | $3,246-79.9% | $4,395-85.2% | $4,027-83.8% |
| Admin fee / account holder | $288 | $4,395-93.5% | $5,329-94.6% | $5,403-94.7% |