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 | $44,138 | $83,427-47.1% | $115,756-61.9% | $68,494-35.6% |
| Participation rate | 34.4% | 71.9%-37.5pp | 77.1%-42.7pp | 67.9%-33.5pp |
| Annual return | 0.00% | -10.95%+10.9pp | 143.14%-143.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,676 | $5,355-68.7% | $6,254-73.2% | $4,027-58.4% |
| Admin fee / account holder | $8 | $5,708-99.9% | $8,124-99.9% | $5,403-99.8% |