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 | $127,265 | $81,460+56.2% | $103,333+23.2% | $80,856+57.4% |
| Participation rate | 34.5% | 66.8%-32.4pp | 74.5%-40.0pp | 67.6%-33.2pp |
| Annual return | 16.12% | 25.55%-9.4pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,582 | $3,105-16.8% | $3,868-33.2% | $2,755-6.3% |
| Participant deferral / active EE | $1,478 | $3,869-61.8% | $5,057-70.8% | $4,296-65.6% |
| Admin fee / account holder | $7 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |