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 7-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 | $14,869 | $73,867-79.9% | $143,757-89.7% | $68,494-78.3% |
| Participation rate | 32.2% | 66.7%-34.5pp | 80.3%-48.1pp | 67.9%-35.7pp |
| Annual return | -17.93% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $735 | $3,184-76.9% | $4,951-85.2% | $2,596-71.7% |
| Participant deferral / active EE | $835 | $3,384-75.3% | $5,637-85.2% | $4,027-79.3% |
| Admin fee / account holder | $255 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |