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 | $17,686 | $117,983-85.0% | $101,794-82.6% | $142,382-87.6% |
| Participation rate | 30.8% | 74.2%-43.5pp | 69.2%-38.4pp | 80.1%-49.4pp |
| Annual return | 17.87% | 36.92%-19.0pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $677 | $2,773-75.6% | $2,289-70.4% | $4,299-84.3% |
| Participant deferral / active EE | $734 | $4,714-84.4% | $4,084-82.0% | $6,507-88.7% |
| Admin fee / account holder | $154 | $10,433-98.5% | $8,777-98.3% | $12,624-98.8% |