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 | $16,368 | $43,723-62.6% | $121,196-86.5% | $64,186-74.5% |
| Participation rate | 15.4% | 58.3%-42.9pp | 71.7%-56.4pp | 69.6%-54.2pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $459 | $1,296-64.6% | $4,022-88.6% | $2,381-80.7% |
| Participant deferral / active EE | $553 | $2,280-75.8% | $3,344-83.5% | $3,470-84.1% |
| Admin fee / account holder | $57 | $3,501-98.4% | $5,019-98.9% | $4,888-98.8% |