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 6-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 | $2,502 | $84,402-97.0% | $61,373-95.9% | $134,475-98.1% |
| Participation rate | 17.4% | 62.2%-44.8pp | 52.6%-35.2pp | 81.2%-63.8pp |
| Annual return | -17.34% | 584.55%-601.9pp | 338.61%-355.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8 | $2,819-99.7% | $2,125-99.6% | $6,400-99.9% |
| Admin fee / account holder | $271 | $2,585-89.5% | $2,130-87.3% | $11,426-97.6% |