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 | $43,749 | $214,378-79.6% | $200,582-78.2% | $142,382-69.3% |
| Participation rate | 30.8% | 87.4%-56.7pp | 86.9%-56.1pp | 80.1%-49.4pp |
| Annual return | 21.52% | 46.41%-24.9pp | 42.33%-20.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,684 | $6,841-75.4% | $6,419-73.8% | $4,299-60.8% |
| Participant deferral / active EE | $2,852 | $9,865-71.1% | $9,331-69.4% | $6,507-56.2% |
| Admin fee / account holder | $144 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |