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 | $69,522 | $159,901-56.5% | $146,958-52.7% | $145,922-52.4% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.2%-64.0pp | 80.3%-62.1pp |
| Annual return | 190.35% | 98.13%+92.2pp | 418.34%-228.0pp | 561.29%-370.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,498 | $8,428-70.4% | $8,070-69.0% | $6,688-62.6% |
| Admin fee / account holder | $94 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |