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 | $30,844 | $100,970-69.5% | $96,576-68.1% | $137,256-77.5% |
| Participation rate | 57.1% | 82.6%-25.5pp | 81.4%-24.3pp | 80.0%-22.8pp |
| Annual return | 22.06% | 38.16%-16.1pp | 38.47%-16.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,169 | $3,809-69.3% | $3,553-67.1% | $4,156-71.9% |
| Participant deferral / active EE | $1,450 | $8,286-82.5% | $7,956-81.8% | $6,407-77.4% |
| Admin fee / account holder | $54 | $11,312-99.5% | $11,381-99.5% | $12,270-99.6% |