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 | $6,375 | $39,019-83.7% | $80,716-92.1% | $85,850-92.6% |
| Participation rate | 21.8% | 41.5%-19.7pp | 54.2%-32.3pp | 69.3%-47.5pp |
| Annual return | 12.50% | 26.27%-13.8pp | 87.28%-74.8pp | 318.53%-306.0pp |
| Employer contribution / active EE | $183 | $722-74.6% | $1,160-84.2% | $2,565-92.9% |
| Participant deferral / active EE | $183 | $1,326-86.2% | $2,146-91.5% | $3,952-95.4% |
| Admin fee / account holder | $167 | $2,431-93.1% | $3,380-95.1% | $6,260-97.3% |