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 | $5,143 | $74,888-93.1% | $71,209-92.8% | $142,382-96.4% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 19.53% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $491 | $2,854-82.8% | $2,721-81.9% | $4,299-88.6% |
| Participant deferral / active EE | $564 | $4,454-87.3% | $4,175-86.5% | $6,507-91.3% |
| Admin fee / account holder | $76 | $5,568-98.6% | $5,349-98.6% | $12,624-99.4% |