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 | $23,693 | $99,877-76.3% | $84,966-72.1% | $145,922-83.8% |
| Participation rate | 30.8% | 74.1%-43.3pp | 67.5%-36.7pp | 80.3%-49.5pp |
| Annual return | 16.30% | 83.76%-67.5pp | 66.38%-50.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $410 | $3,231-87.3% | $2,727-85.0% | $4,660-91.2% |
| Participant deferral / active EE | $721 | $5,291-86.4% | $4,519-84.0% | $6,688-89.2% |
| Admin fee / account holder | $164 | $7,248-97.7% | $6,149-97.3% | $13,397-98.8% |