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 | $21,165 | $176,056-88.0% | $159,436-86.7% | $167,490-87.4% |
| Participation rate | 27.8% | 84.9%-57.2pp | 82.8%-55.0pp | 82.1%-54.3pp |
| Annual return | 21.53% | 331.75%-310.2pp | 263.57%-242.0pp | 478.56%-457.0pp |
| Employer contribution / active EE | $1,288 | $5,297-75.7% | $4,829-73.3% | $4,837-73.4% |
| Participant deferral / active EE | $1,288 | $7,750-83.4% | $7,352-82.5% | $6,341-79.7% |
| Admin fee / account holder | $210 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |