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 3-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 | $35,386 | $74,927-52.8% | $101,794-65.2% | $84,808-58.3% |
| Participation rate | 3.3% | 61.4%-58.1pp | 69.2%-65.9pp | 68.3%-65.0pp |
| Annual return | 14.42% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $600 | $3,099-80.6% | $4,084-85.3% | $4,212-85.8% |
| Admin fee / account holder | $297 | $6,514-95.4% | $8,777-96.6% | $7,344-96.0% |