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 | $15,431 | $100,773-84.7% | $88,946-82.7% | $142,382-89.2% |
| Participation rate | 14.3% | 74.3%-60.0pp | 68.8%-54.6pp | 80.1%-65.8pp |
| Annual return | 25.88% | 70.18%-44.3pp | 57.82%-31.9pp | 217.08%-191.2pp |
| Employer contribution / active EE | $450 | $2,918-84.6% | $2,555-82.4% | $4,299-89.5% |
| Participant deferral / active EE | $771 | $5,230-85.3% | $4,581-83.2% | $6,507-88.2% |
| Admin fee / account holder | $153 | $9,693-98.4% | $8,261-98.1% | $12,624-98.8% |