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 3-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 | $16,737 | $106,584-84.3% | $101,326-83.5% | $142,382-88.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 20.24% | 36.93%-16.7pp | 36.82%-16.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $770 | $3,956-80.5% | $3,665-79.0% | $4,299-82.1% |
| Participant deferral / active EE | $1,320 | $8,297-84.1% | $7,994-83.5% | $6,507-79.7% |
| Admin fee / account holder | $102 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |