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 8-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 | $33,454 | $106,584-68.6% | $101,326-67.0% | $142,382-76.5% |
| Participation rate | 52.4% | 82.7%-30.3pp | 81.5%-29.1pp | 80.1%-27.7pp |
| Annual return | 15.67% | 36.93%-21.3pp | 36.82%-21.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $528 | $3,956-86.7% | $3,665-85.6% | $4,299-87.7% |
| Participant deferral / active EE | $2,072 | $8,297-75.0% | $7,994-74.1% | $6,507-68.2% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |