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 | $7,444 | $51,638-85.6% | $68,368-89.1% | $82,448-91.0% |
| Participation rate | 10.3% | 63.6%-53.3pp | 73.8%-63.4pp | 68.1%-57.7pp |
| Annual return | 13.94% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $181 | $2,914-93.8% | $4,123-95.6% | $4,139-95.6% |
| Admin fee / account holder | $167 | $4,643-96.4% | $5,150-96.8% | $7,234-97.7% |