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 | $12,936 | $133,958-90.3% | $112,228-88.5% | $134,475-90.4% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -18.62% | 47.11%-65.7pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,085 | $4,038-73.1% | $3,635-70.2% | $4,740-77.1% |
| Participant deferral / active EE | $1,327 | $5,291-74.9% | $4,728-71.9% | $6,400-79.3% |
| Admin fee / account holder | $88 | $7,489-98.8% | $6,410-98.6% | $11,426-99.2% |