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 | $104,974-89.1% | $95,585-88.0% | $142,382-92.0% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 18.98% | 210.33%-191.3pp | 38.56%-19.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $548 | $2,779-80.3% | $2,527-78.3% | $4,299-87.2% |
| Participant deferral / active EE | $548 | $4,352-87.4% | $4,023-86.4% | $6,507-91.6% |
| Admin fee / account holder | $21 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |