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 | $12,425 | $95,266-87.0% | $82,389-84.9% | $142,382-91.3% |
| Participation rate | 35.3% | 74.5%-39.2pp | 69.5%-34.3pp | 80.1%-44.8pp |
| Annual return | 18.15% | 25.74%-7.6pp | 28.67%-10.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $516 | $2,991-82.7% | $2,517-79.5% | $4,299-88.0% |
| Participant deferral / active EE | $876 | $4,809-81.8% | $4,155-78.9% | $6,507-86.5% |
| Admin fee / account holder | $231 | $8,563-97.3% | $7,231-96.8% | $12,624-98.2% |