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 7-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 | $73,725 | $88,672-16.9% | $105,223-29.9% | $82,448-10.6% |
| Participation rate | 24.1% | 67.9%-43.9pp | 75.0%-51.0pp | 68.1%-44.0pp |
| Annual return | 132.19% | 30.86%+101.3pp | 180.65%-48.5pp | 41.64%+90.6pp |
| Employer contribution / active EE | $808 | $3,048-73.5% | $3,689-78.1% | $2,551-68.3% |
| Participant deferral / active EE | $1,279 | $4,036-68.3% | $5,072-74.8% | $4,139-69.1% |
| Admin fee / account holder | $14 | $7,146-99.8% | $8,859-99.8% | $7,234-99.8% |