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 6-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 | $29,516 | $68,547-56.9% | $120,354-75.5% | $80,856-63.5% |
| Participation rate | 3.4% | 61.6%-58.2pp | 71.9%-68.5pp | 67.6%-64.3pp |
| Annual return | 15.08% | 23.60%-8.5pp | 107.15%-92.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $112 | $3,173-96.5% | $4,991-97.8% | $4,296-97.4% |
| Admin fee / account holder | $20 | $5,732-99.7% | $9,423-99.8% | $6,918-99.7% |