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 5-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 | $9,097 | $107,452-91.5% | $91,541-90.1% | $142,382-93.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 17.97% | 22.06%-4.1pp | 20.50%-2.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $270 | $2,994-91.0% | $2,505-89.2% | $4,299-93.7% |
| Participant deferral / active EE | $290 | $4,754-93.9% | $4,008-92.8% | $6,507-95.5% |
| Admin fee / account holder | $43 | $8,834-99.5% | $6,956-99.4% | $12,624-99.7% |