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 | $11,133 | $49,915-77.7% | $154,803-92.8% | $74,304-85.0% |
| Participation rate | 8.7% | 54.0%-45.2pp | 78.1%-69.4pp | 60.3%-51.6pp |
| Annual return | 13.75% | 34.06%-20.3pp | 58.88%-45.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $203 | $2,255-91.0% | $5,540-96.3% | $3,767-94.6% |
| Admin fee / account holder | $273 | $2,189-87.5% | $14,329-98.1% | $2,969-90.8% |