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 | $51,301 | $177,572-71.1% | $154,803-66.9% | $142,382-64.0% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 23.35% | 65.07%-41.7pp | 58.88%-35.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,340 | $4,810-72.1% | $4,305-68.9% | $4,299-68.8% |
| Participant deferral / active EE | $1,675 | $6,272-73.3% | $5,540-69.8% | $6,507-74.3% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |