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 6-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 | $21,000 | $69,515-69.8% | $86,874-75.8% | $85,850-75.5% |
| Participation rate | 19.1% | 66.3%-47.2pp | 71.6%-52.5pp | 69.3%-50.2pp |
| Annual return | 14.52% | 20.12%-5.6pp | 63.52%-49.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $515 | $1,880-72.6% | $2,495-79.4% | $2,565-79.9% |
| Participant deferral / active EE | $1,003 | $2,919-65.6% | $3,699-72.9% | $3,952-74.6% |
| Admin fee / account holder | $1 | $5,972-100.0% | $5,828-100.0% | $6,260-100.0% |