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 | $11,891 | $104,974-88.7% | $95,585-87.6% | $142,382-91.6% |
| Participation rate | 63.6% | 75.0%-11.3pp | 72.1%-8.4pp | 80.1%-16.5pp |
| Annual return | 15.90% | 210.33%-194.4pp | 38.56%-22.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $380 | $2,779-86.3% | $2,527-84.9% | $4,299-91.2% |
| Participant deferral / active EE | $380 | $4,352-91.3% | $4,023-90.5% | $6,507-94.2% |
| Admin fee / account holder | $191 | $6,386-97.0% | $6,127-96.9% | $12,624-98.5% |