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 3-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 | $53,335 | $228,332-76.6% | $185,823-71.3% | $158,922-66.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 14.52% | 40.80%-26.3pp | 35.95%-21.4pp | 302.83%-288.3pp |
| Employer contribution / active EE | $641 | $4,967-87.1% | $4,087-84.3% | $4,761-86.5% |
| Participant deferral / active EE | $880 | $6,415-86.3% | $5,632-84.4% | $5,982-85.3% |
| Admin fee / account holder | $228 | $11,864-98.1% | $9,500-97.6% | $11,246-98.0% |