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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,264 | $27,641-44.8% | $61,373-75.1% | $68,494-77.7% |
| Participation rate | 7.1% | 39.5%-32.3pp | 52.6%-45.4pp | 67.9%-60.7pp |
| Annual return | -8.64% | -13.24%+4.6pp | 338.61%-347.2pp | -7.84%-0.8pp |
| Employer contribution / active EE | $82 | $695-88.1% | $1,159-92.9% | $2,596-96.8% |
| Participant deferral / active EE | $477 | $1,263-62.2% | $2,125-77.6% | $4,027-88.2% |
| Admin fee / account holder | $22 | $2,010-98.9% | $2,130-99.0% | $5,403-99.6% |