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 | $23,714 | $81,248-70.8% | $155,509-84.8% | $80,856-70.7% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 13.24% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.4pp |
| Employer contribution / active EE | $586 | $3,100-81.1% | $4,672-87.5% | $2,755-78.7% |
| Participant deferral / active EE | $795 | $3,452-77.0% | $5,626-85.9% | $4,296-81.5% |
| Admin fee / account holder | $162 | $7,997-98.0% | $15,912-99.0% | $6,918-97.7% |