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 | $22,965 | $117,983-80.5% | $101,794-77.4% | $142,382-83.9% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.2%-30.7pp | 80.1%-41.7pp |
| Annual return | 21.50% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $763 | $2,773-72.5% | $2,289-66.6% | $4,299-82.2% |
| Participant deferral / active EE | $857 | $4,714-81.8% | $4,084-79.0% | $6,507-86.8% |
| Admin fee / account holder | $46 | $10,433-99.6% | $8,777-99.5% | $12,624-99.6% |