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 | $38,198 | $108,919-64.9% | $100,391-62.0% | $145,922-73.8% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 15.85% | 57.88%-42.0pp | 49.20%-33.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,403 | $4,419-68.3% | $3,942-64.4% | $4,660-69.9% |
| Participant deferral / active EE | $2,254 | $8,445-73.3% | $8,082-72.1% | $6,688-66.3% |
| Admin fee / account holder | $25 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |