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 7-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 | $18,695 | $88,594-78.9% | $70,092-73.3% | $134,475-86.1% |
| Participation rate | 16.7% | 74.9%-58.3pp | 70.5%-53.8pp | 81.2%-64.6pp |
| Annual return | -19.63% | 442.67%-462.3pp | 190.73%-210.4pp | 417.96%-437.6pp |
| Employer contribution / active EE | $700 | $3,233-78.3% | $2,559-72.6% | $4,740-85.2% |
| Participant deferral / active EE | $800 | $4,772-83.2% | $3,849-79.2% | $6,400-87.5% |
| Admin fee / account holder | $143 | $10,441-98.6% | $6,267-97.7% | $11,426-98.7% |