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 | $52,300 | $183,592-71.5% | $155,567-66.4% | $145,959-64.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.17% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,097 | $5,315-79.4% | $4,674-76.5% | $4,661-76.5% |
| Participant deferral / active EE | $1,700 | $6,464-73.7% | $5,628-69.8% | $6,689-74.6% |
| Admin fee / account holder | $16 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |