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 | $30,088 | $109,881-72.6% | $150,045-79.9% | $84,808-64.5% |
| Participation rate | 32.5% | 76.1%-43.6pp | 82.3%-49.8pp | 68.3%-35.8pp |
| Annual return | 19.95% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $836 | $3,561-76.5% | $4,693-82.2% | $2,631-68.2% |
| Participant deferral / active EE | $915 | $6,636-86.2% | $7,997-88.6% | $4,212-78.3% |
| Admin fee / account holder | $51 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |