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 | $8,269 | $70,756-88.3% | $65,493-87.4% | $142,382-94.2% |
| Participation rate | 17.6% | 77.4%-59.7pp | 73.1%-55.4pp | 80.1%-62.5pp |
| Annual return | 25.55% | 1754.89%-1729.3pp | 982.45%-956.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $478 | $2,881-83.4% | $2,574-81.4% | $4,299-88.9% |
| Participant deferral / active EE | $812 | $4,637-82.5% | $3,961-79.5% | $6,507-87.5% |
| Admin fee / account holder | $44 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |