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 | $106,584-71.1% | $101,326-69.6% | $142,382-78.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 81.5%-24.4pp | 80.1%-23.0pp |
| Annual return | 22.06% | 36.93%-14.9pp | 36.82%-14.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,169 | $3,956-70.4% | $3,665-68.1% | $4,299-72.8% |
| Participant deferral / active EE | $1,450 | $8,297-82.5% | $7,994-81.9% | $6,507-77.7% |
| Admin fee / account holder | $54 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |