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 | $8,177 | $69,207-88.2% | $64,056-87.2% | $139,434-94.1% |
| Participation rate | 7.7% | 75.6%-67.9pp | 72.3%-64.6pp | 80.3%-72.6pp |
| Annual return | 32.04% | 45.88%-13.8pp | 33.69%-1.6pp | 372.94%-340.9pp |
| Employer contribution / active EE | $682 | $3,182-78.6% | $2,747-75.2% | $4,751-85.6% |
| Participant deferral / active EE | $777 | $4,682-83.4% | $3,880-80.0% | $6,710-88.4% |
| Admin fee / account holder | $37 | $4,244-99.1% | $3,068-98.8% | $11,403-99.7% |