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 | $24,572 | $127,065-80.7% | $113,168-78.3% | $142,382-82.7% |
| Participation rate | 36.4% | 79.2%-42.8pp | 76.6%-40.2pp | 80.1%-43.8pp |
| Annual return | 16.22% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.9pp |
| Employer contribution / active EE | $840 | $3,442-75.6% | $2,975-71.8% | $4,299-80.5% |
| Participant deferral / active EE | $1,091 | $5,716-80.9% | $5,107-78.6% | $6,507-83.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |