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 | $11,913 | $107,452-88.9% | $91,541-87.0% | $142,382-91.6% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.8%-15.2pp | 80.1%-25.6pp |
| Annual return | 30.12% | 22.06%+8.1pp | 20.50%+9.6pp | 217.08%-187.0pp |
| Employer contribution / active EE | $3,734 | $2,994+24.7% | $2,505+49.1% | $4,299-13.1% |
| Participant deferral / active EE | $0 | $4,754-100.0% | $4,008-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5 | $8,834-99.9% | $6,956-99.9% | $12,624-100.0% |