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 6-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 | $24,216 | $43,133-43.9% | $89,391-72.9% | $73,488-67.0% |
| Participation rate | 21.4% | 55.0%-33.6pp | 68.0%-46.6pp | 70.7%-49.3pp |
| Annual return | 17.44% | 135.66%-118.2pp | 245.62%-228.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $327 | $1,438-77.3% | $2,586-87.4% | $2,270-85.6% |
| Participant deferral / active EE | $592 | $2,445-75.8% | $3,890-84.8% | $3,740-84.2% |
| Admin fee / account holder | $4 | $444-99.1% | $4,881-99.9% | $513-99.2% |