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 | $17,032 | $111,814-84.8% | $93,654-81.8% | $145,959-88.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 16.38% | 203.30%-186.9pp | 133.34%-117.0pp | 561.95%-545.6pp |
| Employer contribution / active EE | $566 | $3,092-81.7% | $2,421-76.6% | $4,661-87.9% |
| Participant deferral / active EE | $563 | $4,914-88.5% | $4,413-87.2% | $6,689-91.6% |
| Admin fee / account holder | $25 | $10,246-99.8% | $8,282-99.7% | $13,398-99.8% |