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 | $45,607 | $159,602-71.4% | $150,045-69.6% | $142,382-68.0% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 20.33% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,321 | $4,961-53.2% | $4,693-50.5% | $4,299-46.0% |
| Participant deferral / active EE | $2,321 | $8,310-72.1% | $7,997-71.0% | $6,507-64.3% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |