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 9-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 | $21,092 | $73,867-71.4% | $143,757-85.3% | $68,494-69.2% |
| Participation rate | 34.6% | 66.7%-32.0pp | 80.3%-45.7pp | 67.9%-33.3pp |
| Annual return | -18.46% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $804 | $3,384-76.2% | $5,637-85.7% | $4,027-80.0% |
| Admin fee / account holder | $21 | $5,755-99.6% | $14,673-99.9% | $5,403-99.6% |