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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,860 | $67,331-79.4% | $60,874-77.2% | $134,475-89.7% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.1%-30.3pp | 81.2%-38.4pp |
| Annual return | -19.16% | 49.93%-69.1pp | 16.90%-36.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $585 | $3,096-81.1% | $2,701-78.4% | $4,740-87.7% |
| Participant deferral / active EE | $746 | $4,538-83.6% | $3,817-80.5% | $6,400-88.3% |
| Admin fee / account holder | $14 | $4,582-99.7% | $3,224-99.6% | $11,426-99.9% |