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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,022 | $84,402-95.2% | $61,373-93.4% | $134,475-97.0% |
| Participation rate | 58.8% | 62.2%-3.4pp | 52.6%+6.3pp | 81.2%-22.4pp |
| Annual return | -16.93% | 584.55%-601.5pp | 338.61%-355.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $447 | $2,819-84.1% | $2,125-79.0% | $6,400-93.0% |
| Admin fee / account holder | $39 | $2,585-98.5% | $2,130-98.2% | $11,426-99.7% |