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 | $21,868 | $148,534-85.3% | $135,903-83.9% | $139,434-84.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 16.26% | 79.19%-62.9pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,912 | $5,243-63.5% | $4,856-60.6% | $4,751-59.8% |
| Participant deferral / active EE | $1,924 | $8,100-76.2% | $7,758-75.2% | $6,710-71.3% |
| Admin fee / account holder | $220 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |