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 | $27,875 | $167,307-83.3% | $143,757-80.6% | $134,475-79.3% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -14.42% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,272 | $5,619-77.4% | $4,951-74.3% | $4,740-73.2% |
| Participant deferral / active EE | $1,661 | $6,446-74.2% | $5,637-70.5% | $6,400-74.0% |
| Admin fee / account holder | $146 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |