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 | $18,354 | $140,940-87.0% | $112,229-83.6% | $139,434-86.8% |
| Participation rate | 42.9% | 79.2%-36.3pp | 72.4%-29.6pp | 80.3%-37.5pp |
| Annual return | 16.23% | 32.71%-16.5pp | 30.20%-14.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $875 | $4,283-79.6% | $3,430-74.5% | $4,751-81.6% |
| Participant deferral / active EE | $1,147 | $5,874-80.5% | $4,798-76.1% | $6,710-82.9% |
| Admin fee / account holder | $31 | $9,954-99.7% | $7,748-99.6% | $11,403-99.7% |