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 | $16,992 | $124,185-86.3% | $108,410-84.3% | $167,490-89.9% |
| Participation rate | 56.3% | 82.3%-26.0pp | 80.1%-23.9pp | 82.1%-25.9pp |
| Annual return | 49.95% | 1379.64%-1329.7pp | 905.27%-855.3pp | 478.56%-428.6pp |
| Employer contribution / active EE | $536 | $4,187-87.2% | $3,558-84.9% | $4,837-88.9% |
| Participant deferral / active EE | $1,268 | $6,908-81.6% | $6,563-80.7% | $6,341-80.0% |
| Admin fee / account holder | $20 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |