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 | $19,294 | $59,101-67.4% | $77,163-75.0% | $75,163-74.3% |
| Participation rate | 11.3% | 63.9%-52.5pp | 69.6%-58.2pp | 67.2%-55.9pp |
| Annual return | 21.18% | 26.71%-5.5pp | 37.87%-16.7pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $673 | $2,999-77.6% | $3,833-82.4% | $4,125-83.7% |
| Admin fee / account holder | $72 | $4,774-98.5% | $5,472-98.7% | $5,651-98.7% |