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 7-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 | $59,130 | $100,852-41.4% | $90,404-34.6% | $158,922-62.8% |
| Participation rate | 13.6% | 75.0%-61.4pp | 72.7%-59.0pp | 82.0%-68.3pp |
| Annual return | 19.07% | 1724.20%-1705.1pp | 1293.02%-1273.9pp | 302.83%-283.8pp |
| Employer contribution / active EE | $184 | $3,689-95.0% | $3,262-94.4% | $4,761-96.1% |
| Participant deferral / active EE | $624 | $4,348-85.7% | $3,963-84.3% | $5,982-89.6% |
| Admin fee / account holder | $191 | $6,501-97.1% | $5,611-96.6% | $11,246-98.3% |