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 | $19,282 | $45,035-57.2% | $62,995-69.4% | $70,131-72.5% |
| Participation rate | 42.9% | 69.5%-26.7pp | 74.8%-32.0pp | 69.5%-26.7pp |
| Annual return | 11.84% | 18.76%-6.9pp | 87.57%-75.7pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $620 | $2,465-74.9% | $3,329-81.4% | $3,332-81.4% |
| Admin fee / account holder | $271 | $2,834-90.5% | $3,600-92.5% | $4,645-94.2% |