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 | $53,516-60.2% | $126,539-83.2% | $84,808-74.9% |
| Participation rate | 13.4% | 58.2%-44.8pp | 69.8%-56.4pp | 68.3%-54.9pp |
| Annual return | 23.89% | 58.34%-34.5pp | 425.95%-402.1pp | 40.90%-17.0pp |
| Employer contribution / active EE | $321 | $1,535-79.1% | $3,674-91.3% | $2,631-87.8% |
| Participant deferral / active EE | $416 | $2,671-84.4% | $4,083-89.8% | $4,212-90.1% |
| Admin fee / account holder | $151 | $4,497-96.7% | $6,065-97.5% | $7,344-97.9% |