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 4-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 | $12,890 | $76,407-83.1% | $150,298-91.4% | $82,448-84.4% |
| Participation rate | 17.5% | 66.4%-48.9pp | 77.8%-60.3pp | 68.1%-50.6pp |
| Annual return | 84.61% | 39.99%+44.6pp | 62.79%+21.8pp | 41.64%+43.0pp |
| Employer contribution / active EE | $484 | $2,614-81.5% | $4,154-88.3% | $2,551-81.0% |
| Participant deferral / active EE | $752 | $3,214-76.6% | $5,453-86.2% | $4,139-81.8% |
| Admin fee / account holder | $258 | $6,352-95.9% | $14,116-98.2% | $7,234-96.4% |