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 7-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 | $31,055 | $214,378-85.5% | $200,582-84.5% | $142,382-78.2% |
| Participation rate | 69.2% | 87.4%-18.2pp | 86.9%-17.7pp | 80.1%-10.9pp |
| Annual return | 17.41% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,959 | $6,841-71.4% | $6,419-69.5% | $4,299-54.4% |
| Participant deferral / active EE | $2,189 | $9,865-77.8% | $9,331-76.5% | $6,507-66.4% |
| Admin fee / account holder | $243 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |