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 | $8,584 | $100,773-91.5% | $88,946-90.3% | $142,382-94.0% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 19.48% | 70.18%-50.7pp | 57.82%-38.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $423 | $2,918-85.5% | $2,555-83.4% | $4,299-90.2% |
| Participant deferral / active EE | $460 | $5,230-91.2% | $4,581-90.0% | $6,507-92.9% |
| Admin fee / account holder | $68 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |