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 | $17,156 | $57,016-69.9% | $84,966-79.8% | $80,856-78.8% |
| Participation rate | 11.8% | 56.3%-44.6pp | 67.5%-55.7pp | 67.6%-55.9pp |
| Annual return | 36.62% | 21.66%+15.0pp | 66.38%-29.8pp | 35.59%+1.0pp |
| Employer contribution / active EE | $514 | $1,798-71.4% | $2,727-81.2% | $2,755-81.3% |
| Participant deferral / active EE | $555 | $3,110-82.2% | $4,519-87.7% | $4,296-87.1% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |