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 | $31,199 | $89,355-65.1% | $141,162-77.9% | $72,985-57.3% |
| Participation rate | 22.2% | 75.1%-52.9pp | 82.5%-60.2pp | 69.5%-47.3pp |
| Annual return | 27.78% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $755 | $3,114-75.8% | $4,735-84.1% | $2,440-69.0% |
| Participant deferral / active EE | $2,205 | $5,418-59.3% | $6,709-67.1% | $3,607-38.9% |
| Admin fee / account holder | $285 | $5,958-95.2% | $10,261-97.2% | $5,124-94.4% |