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 | $16,953 | $99,640-83.0% | $86,436-80.4% | $134,475-87.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.61% | 6782.58%-6803.2pp | 4394.89%-4415.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,137 | $4,400-74.2% | $3,769-69.8% | $4,740-76.0% |
| Participant deferral / active EE | $1,314 | $7,246-81.9% | $6,952-81.1% | $6,400-79.5% |
| Admin fee / account holder | $12 | $8,371-99.9% | $6,731-99.8% | $11,426-99.9% |