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 | $40,111 | $77,899-48.5% | $149,673-73.2% | $75,163-46.6% |
| Participation rate | 17.2% | 65.6%-48.3pp | 78.8%-61.5pp | 67.2%-50.0pp |
| Annual return | 23.48% | 31.72%-8.2pp | 134.42%-110.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $394 | $3,137-87.4% | $4,818-91.8% | $2,670-85.2% |
| Participant deferral / active EE | $693 | $3,411-79.7% | $5,680-87.8% | $4,125-83.2% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |