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 | $16,807 | $48,570-65.4% | $130,648-87.1% | $72,985-77.0% |
| Participation rate | 18.5% | 58.6%-40.1pp | 71.7%-53.2pp | 69.5%-51.0pp |
| Annual return | 30.17% | 38.63%-8.5pp | 1708.96%-1678.8pp | 81.00%-50.8pp |
| Employer contribution / active EE | $666 | $1,334-50.0% | $4,092-83.7% | $2,440-72.7% |
| Participant deferral / active EE | $666 | $2,384-72.1% | $3,603-81.5% | $3,607-81.5% |
| Admin fee / account holder | $56 | $3,549-98.4% | $5,464-99.0% | $5,124-98.9% |