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 | $14,712 | $102,604-85.7% | $86,188-82.9% | $139,434-89.4% |
| Participation rate | 64.7% | 74.5%-9.8pp | 69.0%-4.3pp | 80.3%-15.6pp |
| Annual return | 21.71% | 1922.51%-1900.8pp | 1168.45%-1146.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,946 | $3,032-2.9% | $2,380+23.8% | $4,751-38.0% |
| Participant deferral / active EE | $859 | $4,676-81.6% | $3,985-78.4% | $6,710-87.2% |
| Admin fee / account holder | $208 | $8,657-97.6% | $6,852-97.0% | $11,403-98.2% |