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 | $102,245-91.1% | $89,340-89.8% | $137,256-93.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 17.97% | 21.89%-3.9pp | 20.57%-2.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $270 | $2,529-89.3% | $2,231-87.9% | $4,156-93.5% |
| Participant deferral / active EE | $290 | $4,436-93.5% | $3,823-92.4% | $6,407-95.5% |
| Admin fee / account holder | $43 | $8,085-99.5% | $6,704-99.4% | $12,270-99.6% |