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 | $23,998 | $80,673-70.3% | $101,326-76.3% | $84,808-71.7% |
| Participation rate | 39.2% | 77.8%-38.6pp | 81.5%-42.3pp | 68.3%-29.1pp |
| Annual return | 16.23% | 38.95%-22.7pp | 36.82%-20.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $789 | $2,698-70.8% | $3,665-78.5% | $2,631-70.0% |
| Participant deferral / active EE | $1,392 | $6,840-79.7% | $7,994-82.6% | $4,212-66.9% |
| Admin fee / account holder | $82 | $12,784-99.4% | $11,185-99.3% | $7,344-98.9% |