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 4-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 | $28,724 | $79,944-64.1% | $98,439-70.8% | $75,163-61.8% |
| Participation rate | 33.3% | 70.4%-37.0pp | 75.2%-41.8pp | 67.2%-33.9pp |
| Annual return | 17.34% | 19.75%-2.4pp | 21.16%-3.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $760 | $2,264-66.4% | $3,048-75.1% | $2,670-71.5% |
| Participant deferral / active EE | $1,376 | $3,752-63.3% | $4,738-70.9% | $4,125-66.6% |
| Admin fee / account holder | $168 | $6,840-97.5% | $8,948-98.1% | $5,651-97.0% |