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 | $13,828 | $108,919-87.3% | $100,391-86.2% | $145,922-90.5% |
| Participation rate | 25.0% | 82.9%-57.9pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 12.43% | 57.88%-45.5pp | 49.20%-36.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $900 | $8,445-89.3% | $8,082-88.9% | $6,688-86.5% |
| Admin fee / account holder | $261 | $9,689-97.3% | $7,899-96.7% | $13,397-98.1% |