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 | $21,850 | $108,919-79.9% | $100,391-78.2% | $145,922-85.0% |
| Participation rate | 30.0% | 82.9%-52.9pp | 81.5%-51.5pp | 80.3%-50.3pp |
| Annual return | 15.67% | 57.88%-42.2pp | 49.20%-33.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,404 | $8,445-83.4% | $8,082-82.6% | $6,688-79.0% |
| Admin fee / account holder | $77 | $9,689-99.2% | $7,899-99.0% | $13,397-99.4% |