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 | $9,235 | $99,877-90.8% | $84,966-89.1% | $145,922-93.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11.58% | 83.76%-72.2pp | 66.38%-54.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $529 | $3,231-83.6% | $2,727-80.6% | $4,660-88.6% |
| Participant deferral / active EE | $610 | $5,291-88.5% | $4,519-86.5% | $6,688-90.9% |
| Admin fee / account holder | $94 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |