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 | $18,849 | $94,752-80.1% | $112,887-83.3% | $139,434-86.5% |
| Participation rate | 53.3% | 81.3%-27.9pp | 80.5%-27.2pp | 80.3%-27.0pp |
| Annual return | 17.61% | 40.88%-23.3pp | 34.10%-16.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,467 | $4,625-68.3% | $4,563-67.9% | $4,751-69.1% |
| Participant deferral / active EE | $1,829 | $6,512-71.9% | $6,513-71.9% | $6,710-72.7% |
| Admin fee / account holder | $87 | $8,527-99.0% | $7,047-98.8% | $11,403-99.2% |