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 | $16,468 | $70,669-76.7% | $169,368-90.3% | $75,163-78.1% |
| Participation rate | 17.7% | 64.8%-47.0pp | 77.1%-59.4pp | 67.2%-49.4pp |
| Annual return | 39.20% | 36.36%+2.8pp | 405.60%-366.4pp | 160.62%-121.4pp |
| Employer contribution / active EE | $512 | $2,211-76.8% | $4,013-87.2% | $2,670-80.8% |
| Participant deferral / active EE | $1,184 | $4,311-72.5% | $6,221-81.0% | $4,125-71.3% |
| Admin fee / account holder | $43 | $5,402-99.2% | $9,003-99.5% | $5,651-99.2% |