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 | $14,296 | $60,124-76.2% | $90,404-84.2% | $79,858-82.1% |
| Participation rate | 19.4% | 65.0%-45.6pp | 72.7%-53.3pp | 69.6%-50.3pp |
| Annual return | 18.36% | 71.94%-53.6pp | 1293.02%-1274.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $243 | $2,068-88.2% | $3,262-92.5% | $2,471-90.2% |
| Participant deferral / active EE | $432 | $2,938-85.3% | $3,963-89.1% | $3,740-88.5% |
| Admin fee / account holder | $57 | $3,976-98.6% | $5,611-99.0% | $5,306-98.9% |