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 | $11,454 | $101,618-88.7% | $93,063-87.7% | $137,256-91.7% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 18.98% | 223.95%-205.0pp | 34.15%-15.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $548 | $2,707-79.7% | $2,476-77.9% | $4,156-86.8% |
| Participant deferral / active EE | $548 | $4,279-87.2% | $3,958-86.1% | $6,407-91.4% |
| Admin fee / account holder | $21 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |