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 | $22,652 | $133,922-83.1% | $116,228-80.5% | $142,382-84.1% |
| Participation rate | 27.8% | 77.9%-50.1pp | 74.6%-46.8pp | 80.1%-52.3pp |
| Annual return | 18.96% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.1pp |
| Employer contribution / active EE | $842 | $3,446-75.6% | $2,994-71.9% | $4,299-80.4% |
| Participant deferral / active EE | $1,045 | $5,672-81.6% | $4,953-78.9% | $6,507-83.9% |
| Admin fee / account holder | $117 | $14,945-99.2% | $11,989-99.0% | $12,624-99.1% |