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 | $57,590-23.5% | $86,233-48.9% | $82,448-46.6% |
| Participation rate | 16.2% | 57.9%-41.6pp | 69.0%-52.8pp | 68.1%-51.9pp |
| Annual return | 20.94% | 22.41%-1.5pp | 61.39%-40.4pp | 41.64%-20.7pp |
| Employer contribution / active EE | $527 | $1,655-68.2% | $2,504-79.0% | $2,551-79.3% |
| Participant deferral / active EE | $692 | $3,080-77.5% | $4,559-84.8% | $4,139-83.3% |
| Admin fee / account holder | $18 | $4,730-99.6% | $8,342-99.8% | $7,234-99.8% |