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 | $54,705-86.4% | $71,209-89.5% | $84,808-91.2% |
| Participation rate | 10.3% | 64.1%-53.7pp | 73.8%-63.4pp | 68.3%-58.0pp |
| Annual return | 13.94% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $181 | $3,030-94.0% | $4,175-95.7% | $4,212-95.7% |
| Admin fee / account holder | $167 | $4,863-96.6% | $5,349-96.9% | $7,344-97.7% |