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 | $9,381 | $85,022-89.0% | $70,515-86.7% | $139,434-93.3% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 19.17% | 30.38%-11.2pp | 32.77%-13.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $520 | $3,909-86.7% | $2,973-82.5% | $4,751-89.1% |
| Participant deferral / active EE | $520 | $5,890-91.2% | $4,567-88.6% | $6,710-92.3% |
| Admin fee / account holder | $32 | $8,906-99.6% | $6,412-99.5% | $11,403-99.7% |