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 | $52,120 | $65,395-20.3% | $182,532-71.4% | $72,985-28.6% |
| Participation rate | 25.0% | 65.4%-40.4pp | 78.0%-53.0pp | 69.5%-44.5pp |
| Annual return | 25.23% | 27.68%-2.5pp | 148.54%-123.3pp | 81.00%-55.8pp |
| Employer contribution / active EE | $470 | $1,911-75.4% | $4,076-88.5% | $2,440-80.7% |
| Participant deferral / active EE | $1,042 | $3,563-70.8% | $5,524-81.1% | $3,607-71.1% |
| Admin fee / account holder | $138 | $4,245-96.8% | $8,592-98.4% | $5,124-97.3% |