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 | $60,022-63.3% | $88,946-75.2% | $84,808-74.0% |
| Participation rate | 20.4% | 57.8%-37.5pp | 68.8%-48.5pp | 68.3%-47.9pp |
| Annual return | 31.15% | 22.43%+8.7pp | 57.82%-26.7pp | 40.90%-9.7pp |
| Employer contribution / active EE | $323 | $1,703-81.1% | $2,555-87.4% | $2,631-87.7% |
| Participant deferral / active EE | $381 | $3,114-87.8% | $4,581-91.7% | $4,212-90.9% |
| Admin fee / account holder | $30 | $4,811-99.4% | $8,261-99.6% | $7,344-99.6% |