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 | $8,113 | $97,125-91.6% | $86,233-90.6% | $137,256-94.1% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.0%-54.7pp | 80.0%-65.7pp |
| Annual return | 107.53% | 74.19%+33.3pp | 61.39%+46.1pp | 220.34%-112.8pp |
| Employer contribution / active EE | $386 | $2,841-86.4% | $2,504-84.6% | $4,156-90.7% |
| Participant deferral / active EE | $580 | $5,180-88.8% | $4,559-87.3% | $6,407-91.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |