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 9-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 | $55,916 | $112,096-50.1% | $95,952-41.7% | $158,922-64.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 16.20% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $640 | $3,198-80.0% | $2,541-74.8% | $4,761-86.6% |
| Participant deferral / active EE | $800 | $4,784-83.3% | $4,167-80.8% | $5,982-86.6% |
| Admin fee / account holder | $8 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |