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 | $3,969 | $74,888-94.7% | $71,209-94.4% | $142,382-97.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 37.38% | 345.14%-307.8pp | 282.51%-245.1pp | 217.08%-179.7pp |
| Employer contribution / active EE | $1,156 | $2,854-59.5% | $2,721-57.5% | $4,299-73.1% |
| Participant deferral / active EE | $157 | $4,454-96.5% | $4,175-96.2% | $6,507-97.6% |
| Admin fee / account holder | $33 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |