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 | $10,939 | $54,705-80.0% | $71,209-84.6% | $84,808-87.1% |
| Participation rate | 6.8% | 64.1%-57.2pp | 73.8%-66.9pp | 68.3%-61.5pp |
| Annual return | 24.93% | 35.90%-11.0pp | 282.51%-257.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $242 | $3,030-92.0% | $4,175-94.2% | $4,212-94.3% |
| Admin fee / account holder | $230 | $4,863-95.3% | $5,349-95.7% | $7,344-96.9% |