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 | $30,080 | $110,257-72.7% | $96,544-68.8% | $139,434-78.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 132.86% | 26.32%+106.5pp | 25.84%+107.0pp | 372.94%-240.1pp |
| Employer contribution / active EE | $944 | $3,620-73.9% | $2,965-68.2% | $4,751-80.1% |
| Participant deferral / active EE | $1,083 | $5,548-80.5% | $4,851-77.7% | $6,710-83.9% |
| Admin fee / account holder | $281 | $11,591-97.6% | $8,252-96.6% | $11,403-97.5% |