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 | $19,922 | $148,534-86.6% | $135,903-85.3% | $139,434-85.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 18.81% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,106 | $5,243-78.9% | $4,856-77.2% | $4,751-76.7% |
| Participant deferral / active EE | $1,917 | $8,100-76.3% | $7,758-75.3% | $6,710-71.4% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |