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 | $24,061 | $93,571-74.3% | $135,903-82.3% | $75,163-68.0% |
| Participation rate | 45.7% | 75.2%-29.5pp | 81.9%-36.3pp | 67.2%-21.5pp |
| Annual return | 22.20% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $925 | $3,537-73.8% | $4,856-80.9% | $2,670-65.3% |
| Participant deferral / active EE | $1,307 | $6,404-79.6% | $7,758-83.2% | $4,125-68.3% |
| Admin fee / account holder | $291 | $6,975-95.8% | $10,762-97.3% | $5,651-94.8% |