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 | $4,309 | $70,756-93.9% | $65,493-93.4% | $142,382-97.0% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 22.69% | 1754.89%-1732.2pp | 982.45%-959.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $583 | $2,881-79.8% | $2,574-77.4% | $4,299-86.4% |
| Participant deferral / active EE | $690 | $4,637-85.1% | $3,961-82.6% | $6,507-89.4% |
| Admin fee / account holder | $257 | $6,559-96.1% | $5,028-94.9% | $12,624-98.0% |