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 | $36,706 | $118,450-69.0% | $98,439-62.7% | $139,434-73.7% |
| Participation rate | 30.8% | 77.4%-46.7pp | 75.2%-44.4pp | 80.3%-49.5pp |
| Annual return | 16.62% | 18.94%-2.3pp | 21.16%-4.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $998 | $3,609-72.4% | $3,048-67.3% | $4,751-79.0% |
| Participant deferral / active EE | $1,144 | $5,392-78.8% | $4,738-75.9% | $6,710-83.0% |
| Admin fee / account holder | $280 | $14,026-98.0% | $8,948-96.9% | $11,403-97.5% |