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 | $7,059 | $53,516-86.8% | $126,539-94.4% | $84,808-91.7% |
| Participation rate | 42.9% | 58.2%-15.4pp | 69.8%-27.0pp | 68.3%-25.5pp |
| Annual return | 22.48% | 58.34%-35.9pp | 425.95%-403.5pp | 40.90%-18.4pp |
| Employer contribution / active EE | $269 | $1,535-82.5% | $3,674-92.7% | $2,631-89.8% |
| Participant deferral / active EE | $331 | $2,671-87.6% | $4,083-91.9% | $4,212-92.1% |
| Admin fee / account holder | $293 | $4,497-93.5% | $6,065-95.2% | $7,344-96.0% |