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 5-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 | $12,980 | $110,502-88.3% | $80,716-83.9% | $167,490-92.3% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $16 | $1,543-99.0% | $1,160-98.6% | $4,837-99.7% |
| Participant deferral / active EE | $20 | $2,871-99.3% | $2,146-99.1% | $6,341-99.7% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |