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 | $16,981 | $68,719-75.3% | $91,541-81.4% | $84,808-80.0% |
| Participation rate | 20.0% | 64.5%-44.5pp | 69.8%-49.8pp | 68.3%-48.3pp |
| Annual return | 18.99% | 19.12%-0.1pp | 20.50%-1.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $799 | $3,136-74.5% | $4,008-80.1% | $4,212-81.0% |
| Admin fee / account holder | $258 | $5,786-95.5% | $6,956-96.3% | $7,344-96.5% |