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 | $65,859 | $86,891-24.2% | $142,449-53.8% | $75,163-12.4% |
| Participation rate | 30.8% | 68.5%-37.8pp | 76.8%-46.0pp | 67.2%-36.4pp |
| Annual return | 20.18% | 23.31%-3.1pp | 19.99%+0.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $910 | $3,355-72.9% | $4,847-81.2% | $2,670-65.9% |
| Participant deferral / active EE | $1,402 | $4,938-71.6% | $6,283-77.7% | $4,125-66.0% |
| Admin fee / account holder | $0 | $7,299-100.0% | $10,011-100.0% | $5,651-100.0% |