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 | $26,560 | $100,852-73.7% | $90,404-70.6% | $158,922-83.3% |
| Participation rate | 5.6% | 75.0%-69.5pp | 72.7%-67.1pp | 82.0%-76.4pp |
| Annual return | 19.58% | 1724.20%-1704.6pp | 1293.02%-1273.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $178 | $3,689-95.2% | $3,262-94.5% | $4,761-96.3% |
| Participant deferral / active EE | $222 | $4,348-94.9% | $3,963-94.4% | $5,982-96.3% |
| Admin fee / account holder | $98 | $6,501-98.5% | $5,611-98.3% | $11,246-99.1% |