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 | $54,705-93.7% | $71,209-95.2% | $84,808-96.0% |
| Participation rate | 63.5% | 64.1%-0.6pp | 73.8%-10.3pp | 68.3%-4.8pp |
| Annual return | 69.45% | 35.90%+33.6pp | 282.51%-213.1pp | 40.90%+28.6pp |
| Employer contribution / active EE | $320 | $2,158-85.2% | $2,721-88.3% | $2,631-87.9% |
| Participant deferral / active EE | $380 | $3,030-87.4% | $4,175-90.9% | $4,212-91.0% |
| Admin fee / account holder | $248 | $4,863-94.9% | $5,349-95.4% | $7,344-96.6% |