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 | $74,888-91.2% | $71,209-90.7% | $142,382-95.4% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 22.38% | 345.14%-322.8pp | 282.51%-260.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $506 | $2,854-82.3% | $2,721-81.4% | $4,299-88.2% |
| Participant deferral / active EE | $560 | $4,454-87.4% | $4,175-86.6% | $6,507-91.4% |
| Admin fee / account holder | $26 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |