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 4-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 | $13,975 | $80,717-82.7% | $154,803-91.0% | $84,808-83.5% |
| Participation rate | 7.3% | 66.8%-59.5pp | 78.1%-70.8pp | 68.3%-61.0pp |
| Annual return | 20.66% | 37.96%-17.3pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $274 | $3,303-91.7% | $5,540-95.0% | $4,212-93.5% |
| Admin fee / account holder | $20 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |