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 | $29,001 | $117,983-75.4% | $101,794-71.5% | $142,382-79.6% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.2%-16.6pp | 80.1%-27.5pp |
| Annual return | 20.54% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $528 | $2,773-81.0% | $2,289-77.0% | $4,299-87.7% |
| Participant deferral / active EE | $781 | $4,714-83.4% | $4,084-80.9% | $6,507-88.0% |
| Admin fee / account holder | $7 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |