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 10-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 | $4,339 | $54,705-92.1% | $71,209-93.9% | $84,808-94.9% |
| Participation rate | 36.8% | 64.1%-27.2pp | 73.8%-36.9pp | 68.3%-31.5pp |
| Annual return | 24.00% | 35.90%-11.9pp | 282.51%-258.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,165 | $2,158-46.0% | $2,721-57.2% | $2,631-55.7% |
| Participant deferral / active EE | $186 | $3,030-93.8% | $4,175-95.5% | $4,212-95.6% |
| Admin fee / account holder | $241 | $4,863-95.0% | $5,349-95.5% | $7,344-96.7% |