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 | $60,683 | $177,572-65.8% | $154,803-60.8% | $142,382-57.4% |
| Participation rate | 47.1% | 82.1%-35.0pp | 78.1%-31.0pp | 80.1%-33.1pp |
| Annual return | 21.33% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,966 | $4,810-59.1% | $4,305-54.3% | $4,299-54.3% |
| Participant deferral / active EE | $1,382 | $6,272-78.0% | $5,540-75.1% | $6,507-78.8% |
| Admin fee / account holder | $64 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |