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 4-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 | $19,313 | $127,065-84.8% | $113,168-82.9% | $142,382-86.4% |
| Participation rate | 7.7% | 79.2%-71.5pp | 76.6%-68.9pp | 80.1%-72.4pp |
| Annual return | 17.54% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $473 | $5,716-91.7% | $5,107-90.7% | $6,507-92.7% |
| Admin fee / account holder | $209 | $15,736-98.7% | $12,068-98.3% | $12,624-98.3% |