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 9-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 | $22,969 | $54,229-57.6% | $70,092-67.2% | $68,494-66.5% |
| Participation rate | 23.6% | 64.5%-40.9pp | 70.5%-46.9pp | 67.9%-44.3pp |
| Annual return | -18.50% | -13.87%-4.6pp | 190.73%-209.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $430 | $2,018-78.7% | $2,559-83.2% | $2,596-83.4% |
| Participant deferral / active EE | $859 | $2,956-70.9% | $3,849-77.7% | $4,027-78.7% |
| Admin fee / account holder | $122 | $4,694-97.4% | $6,267-98.1% | $5,403-97.7% |