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 | $13,968 | $72,400-80.7% | $67,502-79.3% | $145,922-90.4% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 13.80% | 7182.46%-7168.7pp | 3512.12%-3498.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $535 | $3,069-82.6% | $2,731-80.4% | $4,660-88.5% |
| Participant deferral / active EE | $631 | $4,783-86.8% | $4,000-84.2% | $6,688-90.6% |
| Admin fee / account holder | $74 | $5,539-98.7% | $3,998-98.1% | $13,397-99.4% |