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 | $34,322 | $77,660-55.8% | $109,143-68.6% | $79,386-56.8% |
| Participation rate | 14.7% | 67.8%-53.1pp | 75.9%-61.2pp | 70.7%-56.0pp |
| Annual return | 21.35% | 23.44%-2.1pp | 25.75%-4.4pp | 116.85%-95.5pp |
| Employer contribution / active EE | $830 | $2,797-70.3% | $3,722-77.7% | $2,427-65.8% |
| Participant deferral / active EE | $1,413 | $3,518-59.8% | $4,653-69.6% | $4,046-65.1% |
| Admin fee / account holder | $270 | $732-63.1% | $6,752-96.0% | $626-56.9% |