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 5-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 | $22,716 | $111,754-79.7% | $103,333-78.0% | $145,922-84.4% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 18.40% | 24.77%-6.4pp | 24.88%-6.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,147 | $4,212-72.8% | $3,868-70.3% | $4,660-75.4% |
| Participant deferral / active EE | $1,147 | $5,619-79.6% | $5,057-77.3% | $6,688-82.8% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |