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 3-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 | $2,857 | $72,071-96.0% | $68,368-95.8% | $137,256-97.9% |
| Participation rate | 45.0% | 76.2%-31.2pp | 73.8%-28.8pp | 80.0%-35.0pp |
| Annual return | 18.09% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $162 | $4,410-96.3% | $4,123-96.1% | $6,407-97.5% |
| Admin fee / account holder | $195 | $5,336-96.4% | $5,150-96.2% | $12,270-98.4% |