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 6-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 | $43,124 | $98,750-56.3% | $149,696-71.2% | $79,858-46.0% |
| Participation rate | 14.3% | 75.8%-61.5pp | 82.5%-68.2pp | 69.6%-55.3pp |
| Annual return | 18.97% | 27.43%-8.5pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,363 | $5,680-76.0% | $6,842-80.1% | $3,740-63.6% |
| Admin fee / account holder | $282 | $6,053-95.3% | $9,309-97.0% | $5,306-94.7% |