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 3-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 | $27,899 | $156,846-82.2% | $121,098-77.0% | $139,434-80.0% |
| Participation rate | 53.3% | 76.4%-23.1pp | 69.5%-16.2pp | 80.3%-27.0pp |
| Annual return | 19.69% | 1474.56%-1454.9pp | 985.75%-966.1pp | 372.94%-353.2pp |
| Employer contribution / active EE | $3,197 | $5,536-42.3% | $4,164-23.2% | $4,751-32.7% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $117 | $6,946-98.3% | $5,644-97.9% | $11,403-99.0% |