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 9-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 | $42,289 | $79,944-47.1% | $98,439-57.0% | $75,163-43.7% |
| Participation rate | 22.3% | 70.4%-48.0pp | 75.2%-52.8pp | 67.2%-44.9pp |
| Annual return | 16.17% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,171 | $3,752-68.8% | $4,738-75.3% | $4,125-71.6% |
| Admin fee / account holder | $33 | $6,840-99.5% | $8,948-99.6% | $5,651-99.4% |