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 | $43,140 | $98,240-56.1% | $82,313-47.6% | $147,584-70.8% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 21.68% | 30.85%-9.2pp | 25.88%-4.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,083 | $3,192-66.1% | $2,428-55.4% | $4,876-77.8% |
| Participant deferral / active EE | $1,200 | $4,383-72.6% | $3,706-67.6% | $5,439-77.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |