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 4-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 | $14,326 | $48,795-70.6% | $65,493-78.1% | $84,808-83.1% |
| Participation rate | 11.4% | 67.0%-55.6pp | 73.1%-61.7pp | 68.3%-56.9pp |
| Annual return | 25.92% | 20.20%+5.7pp | 982.45%-956.5pp | 40.90%-15.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $452 | $2,928-84.6% | $3,961-88.6% | $4,212-89.3% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |