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 | $21,680 | $77,314-72.0% | $177,989-87.8% | $80,856-73.2% |
| Participation rate | 2.7% | 65.7%-63.0pp | 77.1%-74.3pp | 67.6%-64.9pp |
| Annual return | 14.75% | 18.09%-3.3pp | 294.48%-279.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $163 | $4,411-96.3% | $6,276-97.4% | $4,296-96.2% |
| Admin fee / account holder | $197 | $7,191-97.3% | $10,363-98.1% | $6,918-97.2% |