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 | $19,483 | $159,934-87.8% | $147,005-86.7% | $145,959-86.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.39% | 98.24%-85.9pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,139 | $5,287-78.5% | $4,934-76.9% | $4,661-75.6% |
| Participant deferral / active EE | $1,552 | $8,427-81.6% | $8,070-80.8% | $6,689-76.8% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |