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 | $28,406 | $51,175-44.5% | $70,515-59.7% | $75,163-62.2% |
| Participation rate | 20.3% | 60.9%-40.6pp | 68.3%-48.0pp | 67.2%-46.9pp |
| Annual return | 16.98% | 30.02%-13.0pp | 32.77%-15.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $699 | $2,849-75.5% | $4,567-84.7% | $4,125-83.1% |
| Admin fee / account holder | $60 | $4,091-98.5% | $6,412-99.1% | $5,651-98.9% |