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 | $12,036 | $76,738-84.3% | $56,411-78.7% | $145,922-91.8% |
| Participation rate | 18.2% | 63.2%-45.0pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 14.09% | 2994.23%-2980.1pp | 1701.33%-1687.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $80 | $1,380-94.2% | $1,039-92.3% | $4,660-98.3% |
| Participant deferral / active EE | $119 | $2,623-95.5% | $1,952-93.9% | $6,688-98.2% |
| Admin fee / account holder | $60 | $3,334-98.2% | $2,829-97.9% | $13,397-99.6% |