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 | $6,848 | $96,305-92.9% | $80,569-91.5% | $139,434-95.1% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 20.76% | 1350.08%-1329.3pp | 935.43%-914.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $558 | $3,262-82.9% | $2,723-79.5% | $4,751-88.2% |
| Participant deferral / active EE | $614 | $5,232-88.3% | $4,447-86.2% | $6,710-90.8% |
| Admin fee / account holder | $60 | $6,599-99.1% | $5,377-98.9% | $11,403-99.5% |