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 6-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 | $17,352 | $111,754-84.5% | $103,333-83.2% | $145,922-88.1% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 13.06% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $881 | $4,212-79.1% | $3,868-77.2% | $4,660-81.1% |
| Participant deferral / active EE | $1,223 | $5,619-78.2% | $5,057-75.8% | $6,688-81.7% |
| Admin fee / account holder | $133 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |