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 | $30,783 | $159,602-80.7% | $150,045-79.5% | $142,382-78.4% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 21.04% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $907 | $4,961-81.7% | $4,693-80.7% | $4,299-78.9% |
| Participant deferral / active EE | $1,633 | $8,310-80.4% | $7,997-79.6% | $6,507-74.9% |
| Admin fee / account holder | $61 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |