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 | $14,055 | $56,317-75.0% | $71,209-80.3% | $74,304-81.1% |
| Participation rate | 37.6% | 55.1%-17.5pp | 73.8%-36.1pp | 60.3%-22.7pp |
| Annual return | 22.24% | 42.83%-20.6pp | 282.51%-260.3pp | 29.43%-7.2pp |
| Employer contribution / active EE | $1,178 | $2,160-45.5% | $2,721-56.7% | $2,241-47.5% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $295 | $2,290-87.1% | $5,349-94.5% | $2,969-90.1% |