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 | $23,185 | $159,602-85.5% | $150,045-84.5% | $142,382-83.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 19.08% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,436 | $4,961-71.1% | $4,693-69.4% | $4,299-66.6% |
| Participant deferral / active EE | $1,575 | $8,310-81.1% | $7,997-80.3% | $6,507-75.8% |
| Admin fee / account holder | $37 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |