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 | $95,588 | $159,602-40.1% | $150,045-36.3% | $142,382-32.9% |
| Participation rate | 21.1% | 84.0%-62.9pp | 82.3%-61.3pp | 80.1%-59.1pp |
| Annual return | 19.18% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,155 | $4,961-16.2% | $4,693-11.5% | $4,299-3.3% |
| Participant deferral / active EE | $824 | $8,310-90.1% | $7,997-89.7% | $6,507-87.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |