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 4-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 | $38,630 | $62,586-38.3% | $76,768-49.7% | $64,186-39.8% |
| Participation rate | 42.3% | 72.8%-30.5pp | 77.0%-34.7pp | 69.6%-27.3pp |
| Annual return | -6.44% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,249 | $3,145-60.3% | $3,852-67.6% | $3,470-64.0% |
| Admin fee / account holder | $263 | $4,667-94.4% | $6,675-96.1% | $4,888-94.6% |