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 7-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 | $22,053 | $57,590-61.7% | $86,233-74.4% | $82,448-73.3% |
| Participation rate | 20.4% | 57.9%-37.5pp | 69.0%-48.6pp | 68.1%-47.7pp |
| Annual return | 31.15% | 22.41%+8.7pp | 61.39%-30.2pp | 41.64%-10.5pp |
| Employer contribution / active EE | $323 | $1,655-80.5% | $2,504-87.1% | $2,551-87.4% |
| Participant deferral / active EE | $381 | $3,080-87.6% | $4,559-91.6% | $4,139-90.8% |
| Admin fee / account holder | $30 | $4,730-99.4% | $8,342-99.6% | $7,234-99.6% |