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 | $21,296 | $52,353-59.3% | $120,225-82.3% | $82,448-74.2% |
| Participation rate | 13.4% | 58.3%-44.9pp | 69.6%-56.1pp | 68.1%-54.6pp |
| Annual return | 23.89% | 61.85%-38.0pp | 439.23%-415.3pp | 41.64%-17.8pp |
| Employer contribution / active EE | $321 | $1,510-78.8% | $3,475-90.8% | $2,551-87.4% |
| Participant deferral / active EE | $416 | $2,627-84.2% | $3,999-89.6% | $4,139-90.0% |
| Admin fee / account holder | $151 | $4,363-96.5% | $5,696-97.4% | $7,234-97.9% |