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 7-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 | $28,771 | $88,672-67.6% | $105,223-72.7% | $82,448-65.1% |
| Participation rate | 23.7% | 67.9%-44.2pp | 75.0%-51.3pp | 68.1%-44.4pp |
| Annual return | 19.62% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $938 | $4,036-76.8% | $5,072-81.5% | $4,139-77.3% |
| Admin fee / account holder | $223 | $7,146-96.9% | $8,859-97.5% | $7,234-96.9% |