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 | $29,395 | $159,602-81.6% | $150,045-80.4% | $142,382-79.4% |
| Participation rate | 52.6% | 84.0%-31.3pp | 82.3%-29.7pp | 80.1%-27.5pp |
| Annual return | 21.45% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,195 | $4,961-75.9% | $4,693-74.5% | $4,299-72.2% |
| Participant deferral / active EE | $1,359 | $8,310-83.6% | $7,997-83.0% | $6,507-79.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |