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 3-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 | $23,113 | $68,719-66.4% | $91,541-74.8% | $84,808-72.7% |
| Participation rate | 23.4% | 64.5%-41.1pp | 69.8%-46.4pp | 68.3%-44.9pp |
| Annual return | 16.72% | 19.12%-2.4pp | 20.50%-3.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $617 | $1,920-67.9% | $2,505-75.4% | $2,631-76.6% |
| Participant deferral / active EE | $884 | $3,136-71.8% | $4,008-77.9% | $4,212-79.0% |
| Admin fee / account holder | $299 | $5,786-94.8% | $6,956-95.7% | $7,344-95.9% |