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 | $27,240 | $154,228-82.3% | $145,433-81.3% | $137,256-80.2% |
| Participation rate | 38.9% | 83.8%-44.9pp | 82.1%-43.2pp | 80.0%-41.1pp |
| Annual return | 19.57% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,375 | $4,804-71.4% | $4,554-69.8% | $4,156-66.9% |
| Participant deferral / active EE | $995 | $8,216-87.9% | $7,897-87.4% | $6,407-84.5% |
| Admin fee / account holder | $151 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |