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 6-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 | $30,433 | $105,126-71.1% | $94,646-67.8% | $139,434-78.2% |
| Participation rate | 44.4% | 82.4%-37.9pp | 80.8%-36.4pp | 80.3%-35.9pp |
| Annual return | 20.55% | 38.03%-17.5pp | 156.71%-136.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,129 | $4,106-72.5% | $3,672-69.3% | $4,751-76.2% |
| Participant deferral / active EE | $2,126 | $7,599-72.0% | $7,418-71.3% | $6,710-68.3% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |