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 | $17,542 | $62,573-72.0% | $85,682-79.5% | $85,850-79.6% |
| Participation rate | 13.5% | 61.1%-47.7pp | 69.9%-56.4pp | 69.3%-55.9pp |
| Annual return | 11.26% | 23.77%-12.5pp | 21.49%-10.2pp | 318.53%-307.3pp |
| Employer contribution / active EE | $367 | $1,757-79.1% | $2,618-86.0% | $2,565-85.7% |
| Participant deferral / active EE | $358 | $2,802-87.2% | $3,923-90.9% | $3,952-91.0% |
| Admin fee / account holder | $174 | $4,640-96.2% | $6,873-97.5% | $6,260-97.2% |