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 10-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 | $6,213 | $34,308-81.9% | $74,701-91.7% | $72,985-91.5% |
| Participation rate | 18.1% | 42.4%-24.3pp | 54.5%-36.4pp | 69.5%-51.4pp |
| Annual return | 21.71% | 26.58%-4.9pp | 752.92%-731.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $227 | $692-67.1% | $1,084-79.0% | $2,440-90.7% |
| Participant deferral / active EE | $336 | $1,271-73.6% | $1,964-82.9% | $3,607-90.7% |
| Admin fee / account holder | $226 | $2,124-89.4% | $3,333-93.2% | $5,124-95.6% |