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 | $22,248 | $127,386-82.5% | $115,037-80.7% | $125,391-82.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.40% | 31.28%-34.7pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $894 | $5,166-82.7% | $4,608-80.6% | $4,866-81.6% |
| Participant deferral / active EE | $1,649 | $6,423-74.3% | $6,026-72.6% | $5,352-69.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |