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 | $14,022 | $56,114-75.0% | $96,139-85.4% | $85,850-83.7% |
| Participation rate | 32.0% | 56.7%-24.7pp | 68.4%-36.4pp | 69.3%-37.3pp |
| Annual return | 14.01% | 42.30%-28.3pp | 191.94%-177.9pp | 318.53%-304.5pp |
| Employer contribution / active EE | $974 | $1,620-39.8% | $2,797-65.2% | $2,565-62.0% |
| Participant deferral / active EE | $680 | $2,859-76.2% | $4,349-84.4% | $3,952-82.8% |
| Admin fee / account holder | $31 | $3,768-99.2% | $5,537-99.4% | $6,260-99.5% |