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 | $6,589 | $72,071-90.9% | $68,368-90.4% | $137,256-95.2% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 22.38% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $506 | $2,788-81.8% | $2,649-80.9% | $4,156-87.8% |
| Participant deferral / active EE | $560 | $4,410-87.3% | $4,123-86.4% | $6,407-91.3% |
| Admin fee / account holder | $26 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |