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 | $28,239 | $80,717-65.0% | $154,803-81.8% | $84,808-66.7% |
| Participation rate | 22.2% | 66.8%-44.6pp | 78.1%-55.8pp | 68.3%-46.1pp |
| Annual return | 17.99% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $448 | $2,761-83.8% | $4,305-89.6% | $2,631-83.0% |
| Participant deferral / active EE | $657 | $3,303-80.1% | $5,540-88.1% | $4,212-84.4% |
| Admin fee / account holder | $111 | $6,746-98.3% | $14,329-99.2% | $7,344-98.5% |