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 | $36,640 | $100,852-63.7% | $90,404-59.5% | $158,922-76.9% |
| Participation rate | 15.4% | 75.0%-59.6pp | 72.7%-57.3pp | 82.0%-66.6pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $294 | $3,689-92.0% | $3,262-91.0% | $4,761-93.8% |
| Participant deferral / active EE | $367 | $4,348-91.6% | $3,963-90.7% | $5,982-93.9% |
| Admin fee / account holder | $140 | $6,501-97.9% | $5,611-97.5% | $11,246-98.8% |