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 | $44,065 | $60,022-26.6% | $88,946-50.5% | $84,808-48.0% |
| Participation rate | 16.2% | 57.8%-41.6pp | 68.8%-52.6pp | 68.3%-52.1pp |
| Annual return | 20.94% | 22.43%-1.5pp | 57.82%-36.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $527 | $1,703-69.1% | $2,555-79.4% | $2,631-80.0% |
| Participant deferral / active EE | $692 | $3,114-77.8% | $4,581-84.9% | $4,212-83.6% |
| Admin fee / account holder | $18 | $4,811-99.6% | $8,261-99.8% | $7,344-99.8% |