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 | $18,562 | $100,901-81.6% | $75,670-75.5% | $147,584-87.4% |
| Participation rate | 16.7% | 77.1%-60.5pp | 72.3%-55.7pp | 82.8%-66.2pp |
| Annual return | 17.10% | 35.78%-18.7pp | 27.34%-10.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $444 | $3,253-86.4% | $2,352-81.1% | $4,876-90.9% |
| Participant deferral / active EE | $555 | $4,027-86.2% | $3,142-82.3% | $5,439-89.8% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |