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 | $7,117 | $51,175-86.1% | $70,515-89.9% | $75,163-90.5% |
| Participation rate | 49.0% | 60.9%-11.9pp | 68.3%-19.3pp | 67.2%-18.2pp |
| Annual return | 30.01% | 30.02%0pp | 32.77%-2.8pp | 160.62%-130.6pp |
| Employer contribution / active EE | $409 | $1,826-77.6% | $2,973-86.3% | $2,670-84.7% |
| Participant deferral / active EE | $839 | $2,849-70.6% | $4,567-81.6% | $4,125-79.7% |
| Admin fee / account holder | $57 | $4,091-98.6% | $6,412-99.1% | $5,651-99.0% |