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 | $31,575 | $93,571-66.3% | $135,903-76.8% | $75,163-58.0% |
| Participation rate | 52.8% | 75.2%-22.4pp | 81.9%-29.1pp | 67.2%-14.4pp |
| Annual return | 18.49% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $789 | $3,537-77.7% | $4,856-83.8% | $2,670-70.5% |
| Participant deferral / active EE | $1,518 | $6,404-76.3% | $7,758-80.4% | $4,125-63.2% |
| Admin fee / account holder | $229 | $6,975-96.7% | $10,762-97.9% | $5,651-96.0% |