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 | $5,506 | $51,175-89.2% | $70,515-92.2% | $75,163-92.7% |
| Participation rate | 25.0% | 60.9%-35.9pp | 68.3%-43.3pp | 67.2%-42.2pp |
| Annual return | 41.76% | 30.02%+11.7pp | 32.77%+9.0pp | 160.62%-118.9pp |
| Employer contribution / active EE | $397 | $1,826-78.3% | $2,973-86.6% | $2,670-85.1% |
| Participant deferral / active EE | $632 | $2,849-77.8% | $4,567-86.2% | $4,125-84.7% |
| Admin fee / account holder | $33 | $4,091-99.2% | $6,412-99.5% | $5,651-99.4% |