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 | $7,667 | $95,266-92.0% | $82,389-90.7% | $142,382-94.6% |
| Participation rate | 58.8% | 74.5%-15.6pp | 69.5%-10.7pp | 80.1%-21.3pp |
| Annual return | 16.08% | 25.74%-9.7pp | 28.67%-12.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $512 | $2,991-82.9% | $2,517-79.6% | $4,299-88.1% |
| Participant deferral / active EE | $674 | $4,809-86.0% | $4,155-83.8% | $6,507-89.6% |
| Admin fee / account holder | $34 | $8,563-99.6% | $7,231-99.5% | $12,624-99.7% |