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 | $19,759 | $63,861-69.1% | $104,607-81.1% | $79,858-75.3% |
| Participation rate | 25.0% | 64.9%-39.9pp | 74.1%-49.1pp | 69.6%-44.6pp |
| Annual return | 22.14% | 21.30%+0.8pp | 340.46%-318.3pp | 31.71%-9.6pp |
| Employer contribution / active EE | $601 | $1,588-62.2% | $2,681-77.6% | $2,471-75.7% |
| Participant deferral / active EE | $734 | $2,693-72.7% | $3,740-80.4% | $3,740-80.4% |
| Admin fee / account holder | $208 | $4,185-95.0% | $6,473-96.8% | $5,306-96.1% |