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 5-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 | $26,659 | $105,126-74.6% | $94,646-71.8% | $139,434-80.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 22.67% | 38.03%-15.4pp | 156.71%-134.0pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,290 | $4,106-68.6% | $3,672-64.9% | $4,751-72.8% |
| Participant deferral / active EE | $1,641 | $7,599-78.4% | $7,418-77.9% | $6,710-75.5% |
| Admin fee / account holder | $16 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |