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 | $26,584 | $148,534-82.1% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 13.16% | 79.19%-66.0pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,346 | $8,100-71.0% | $7,758-69.8% | $6,710-65.0% |
| Admin fee / account holder | $208 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |