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 6-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 | $11,088 | $102,604-89.2% | $86,188-87.1% | $139,434-92.0% |
| Participation rate | 31.6% | 74.5%-42.9pp | 69.0%-37.4pp | 80.3%-48.7pp |
| Annual return | 13.27% | 1922.51%-1909.2pp | 1168.45%-1155.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $580 | $3,032-80.9% | $2,380-75.6% | $4,751-87.8% |
| Participant deferral / active EE | $963 | $4,676-79.4% | $3,985-75.8% | $6,710-85.6% |
| Admin fee / account holder | $72 | $8,657-99.2% | $6,852-98.9% | $11,403-99.4% |