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 5-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 | $8,885 | $39,019-77.2% | $80,716-89.0% | $85,850-89.7% |
| Participation rate | 10.0% | 41.5%-31.5pp | 54.2%-44.2pp | 69.3%-59.3pp |
| Annual return | 13.19% | 26.27%-13.1pp | 87.28%-74.1pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $83 | $1,326-93.8% | $2,146-96.1% | $3,952-97.9% |
| Admin fee / account holder | $205 | $2,431-91.6% | $3,380-93.9% | $6,260-96.7% |