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 | $26,035 | $98,750-73.6% | $149,696-82.6% | $79,858-67.4% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.5%-45.0pp | 69.6%-32.1pp |
| Annual return | 17.96% | 27.43%-9.5pp | 276.60%-258.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $895 | $3,216-72.2% | $4,644-80.7% | $2,471-63.8% |
| Participant deferral / active EE | $2,055 | $5,680-63.8% | $6,842-70.0% | $3,740-45.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |