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 6-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 | $24,430 | $68,547-64.4% | $120,354-79.7% | $80,856-69.8% |
| Participation rate | 33.3% | 61.6%-28.3pp | 71.9%-38.6pp | 67.6%-34.3pp |
| Annual return | 10.58% | 23.60%-13.0pp | 107.15%-96.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $652 | $2,051-68.2% | $3,463-81.2% | $2,755-76.3% |
| Participant deferral / active EE | $743 | $3,173-76.6% | $4,991-85.1% | $4,296-82.7% |
| Admin fee / account holder | $4 | $5,732-99.9% | $9,423-100.0% | $6,918-99.9% |