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 | $59,441 | $90,348-34.2% | $75,972-21.8% | $145,922-59.3% |
| Participation rate | 42.1% | 74.5%-32.3pp | 69.1%-26.9pp | 80.3%-38.2pp |
| Annual return | 14.60% | 620.88%-606.3pp | 359.55%-344.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $612 | $3,311-81.5% | $2,685-77.2% | $4,660-86.9% |
| Participant deferral / active EE | $381 | $5,162-92.6% | $4,255-91.0% | $6,688-94.3% |
| Admin fee / account holder | $87 | $8,467-99.0% | $6,467-98.7% | $13,397-99.4% |