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 | $7,234 | $92,703-92.2% | $82,719-91.3% | $134,475-94.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -18.48% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $550 | $3,274-83.2% | $3,009-81.7% | $4,740-88.4% |
| Participant deferral / active EE | $894 | $4,802-81.4% | $4,395-79.7% | $6,400-86.0% |
| Admin fee / account holder | $293 | $5,983-95.1% | $5,329-94.5% | $11,426-97.4% |