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 7-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 | $9,590 | $27,915-65.6% | $58,482-83.6% | $75,163-87.2% |
| Participation rate | 8.0% | 38.8%-30.8pp | 50.9%-42.9pp | 67.2%-59.2pp |
| Annual return | 26.19% | 44.20%-18.0pp | 4239.32%-4213.1pp | 160.62%-134.4pp |
| Employer contribution / active EE | $149 | $669-77.7% | $1,053-85.8% | $2,670-94.4% |
| Participant deferral / active EE | $170 | $1,201-85.8% | $1,924-91.1% | $4,125-95.9% |
| Admin fee / account holder | $35 | $1,726-98.0% | $2,516-98.6% | $5,651-99.4% |