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 | $6,980 | $104,974-93.4% | $95,585-92.7% | $142,382-95.1% |
| Participation rate | 59.1% | 75.0%-15.9pp | 72.1%-13.0pp | 80.1%-21.0pp |
| Annual return | 19.58% | 210.33%-190.8pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $352 | $2,779-87.3% | $2,527-86.1% | $4,299-91.8% |
| Participant deferral / active EE | $400 | $4,352-90.8% | $4,023-90.1% | $6,507-93.9% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |