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 7-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 | $14,340 | $111,754-87.2% | $103,333-86.1% | $145,922-90.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 20.83% | 24.77%-3.9pp | 24.88%-4.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,439 | $4,212-65.8% | $3,868-62.8% | $4,660-69.1% |
| Participant deferral / active EE | $1,439 | $5,619-74.4% | $5,057-71.6% | $6,688-78.5% |
| Admin fee / account holder | $271 | $9,750-97.2% | $8,355-96.8% | $13,397-98.0% |