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 7-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 | $32,673 | $127,386-74.4% | $115,037-71.6% | $125,391-73.9% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | 0.06% | 31.28%-31.2pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $930 | $5,166-82.0% | $4,608-79.8% | $4,866-80.9% |
| Participant deferral / active EE | $1,395 | $6,423-78.3% | $6,026-76.9% | $5,352-73.9% |
| Admin fee / account holder | $59 | $9,516-99.4% | $8,175-99.3% | $9,540-99.4% |