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 | $6,283 | $51,175-87.7% | $70,515-91.1% | $75,163-91.6% |
| Participation rate | 44.2% | 60.9%-16.8pp | 68.3%-24.2pp | 67.2%-23.0pp |
| Annual return | 50.40% | 30.02%+20.4pp | 32.77%+17.6pp | 160.62%-110.2pp |
| Employer contribution / active EE | $388 | $1,826-78.8% | $2,973-87.0% | $2,670-85.5% |
| Participant deferral / active EE | $525 | $2,849-81.6% | $4,567-88.5% | $4,125-87.3% |
| Admin fee / account holder | $106 | $4,091-97.4% | $6,412-98.3% | $5,651-98.1% |