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 | $17,990 | $65,409-72.5% | $98,442-81.7% | $85,850-79.0% |
| Participation rate | 21.2% | 65.0%-43.8pp | 73.3%-52.1pp | 69.3%-48.1pp |
| Annual return | 17.77% | 21.76%-4.0pp | 1492.73%-1475.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $276 | $2,168-87.3% | $2,960-90.7% | $2,565-89.2% |
| Participant deferral / active EE | $479 | $3,166-84.9% | $4,276-88.8% | $3,952-87.9% |
| Admin fee / account holder | $94 | $4,593-98.0% | $5,949-98.4% | $6,260-98.5% |