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 10-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 | $17,345 | $54,350-68.1% | $82,719-79.0% | $68,494-74.7% |
| Participation rate | 30.8% | 63.9%-33.1pp | 72.6%-41.8pp | 67.9%-37.1pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $365 | $2,218-83.5% | $3,009-87.9% | $2,596-85.9% |
| Participant deferral / active EE | $679 | $3,246-79.1% | $4,395-84.6% | $4,027-83.1% |
| Admin fee / account holder | $279 | $4,395-93.7% | $5,329-94.8% | $5,403-94.8% |