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 9-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 | $53,824 | $76,552-29.7% | $123,892-56.6% | $62,891-14.4% |
| Participation rate | 30.8% | 73.0%-42.2pp | 81.4%-50.6pp | 69.3%-38.5pp |
| Annual return | 71.93% | 18.68%+53.3pp | 47.52%+24.4pp | 20.14%+51.8pp |
| Employer contribution / active EE | $770 | $2,883-73.3% | $4,617-83.3% | $2,281-66.3% |
| Participant deferral / active EE | $1,822 | $4,840-62.4% | $5,984-69.5% | $3,203-43.1% |
| Admin fee / account holder | $40 | $4,826-99.2% | $8,357-99.5% | $4,296-99.1% |