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 5-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 | $11,475 | $76,407-85.0% | $150,298-92.4% | $82,448-86.1% |
| Participation rate | 8.4% | 66.4%-58.0pp | 77.8%-69.3pp | 68.1%-59.6pp |
| Annual return | 21.18% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $674 | $3,214-79.0% | $5,453-87.6% | $4,139-83.7% |
| Admin fee / account holder | $176 | $6,352-97.2% | $14,116-98.8% | $7,234-97.6% |