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 8-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 | $9,567 | $115,708-91.7% | $65,255-85.3% | $139,434-93.1% |
| Participation rate | 50.0% | 67.8%-17.8pp | 65.0%-15.0pp | 80.3%-30.3pp |
| Annual return | 19.35% | 31.19%-11.8pp | 47.35%-28.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $467 | $2,599-82.0% | $1,691-72.4% | $4,751-90.2% |
| Participant deferral / active EE | $467 | $4,240-89.0% | $2,831-83.5% | $6,710-93.0% |
| Admin fee / account holder | $35 | $6,698-99.5% | $4,112-99.1% | $11,403-99.7% |