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 | $5,904 | $97,125-93.9% | $86,233-93.2% | $137,256-95.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 32.05% | 74.19%-42.1pp | 61.39%-29.3pp | 220.34%-188.3pp |
| Employer contribution / active EE | $587 | $2,841-79.4% | $2,504-76.6% | $4,156-85.9% |
| Participant deferral / active EE | $733 | $5,180-85.8% | $4,559-83.9% | $6,407-88.6% |
| Admin fee / account holder | $9 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |