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 | $15,373 | $111,754-86.2% | $103,333-85.1% | $145,922-89.5% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.0pp |
| Annual return | 40.14% | 24.77%+15.4pp | 24.88%+15.3pp | 561.29%-521.1pp |
| Employer contribution / active EE | $937 | $4,212-77.8% | $3,868-75.8% | $4,660-79.9% |
| Participant deferral / active EE | $1,335 | $5,619-76.2% | $5,057-73.6% | $6,688-80.0% |
| Admin fee / account holder | $23 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |