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 | $13,973 | $99,921-86.0% | $85,009-83.6% | $145,959-90.4% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.1pp | 80.3%-43.9pp |
| Annual return | 26.99% | 83.89%-56.9pp | 66.47%-39.5pp | 561.95%-535.0pp |
| Employer contribution / active EE | $740 | $3,233-77.1% | $2,728-72.9% | $4,661-84.1% |
| Participant deferral / active EE | $891 | $5,293-83.2% | $4,522-80.3% | $6,689-86.7% |
| Admin fee / account holder | $6 | $7,252-99.9% | $6,153-99.9% | $13,398-100.0% |