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 | $7,705 | $48,265-84.0% | $68,791-88.8% | $68,494-88.8% |
| Participation rate | 19.6% | 60.7%-41.0pp | 69.0%-49.4pp | 67.9%-48.2pp |
| Annual return | -18.71% | -12.71%-6.0pp | -6.38%-12.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $760 | $2,867-73.5% | $3,941-80.7% | $4,027-81.1% |
| Admin fee / account holder | $57 | $4,355-98.7% | $4,932-98.9% | $5,403-99.0% |