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 3-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 | $3,434 | $51,638-93.3% | $68,368-95.0% | $82,448-95.8% |
| Participation rate | 63.5% | 63.6%-0.1pp | 73.8%-10.3pp | 68.1%-4.6pp |
| Annual return | 69.45% | 37.53%+31.9pp | 292.57%-223.1pp | 41.64%+27.8pp |
| Employer contribution / active EE | $320 | $2,047-84.4% | $2,649-87.9% | $2,551-87.5% |
| Participant deferral / active EE | $380 | $2,914-86.9% | $4,123-90.8% | $4,139-90.8% |
| Admin fee / account holder | $248 | $4,643-94.7% | $5,150-95.2% | $7,234-96.6% |