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 | $36,241 | $102,966-64.8% | $90,281-59.9% | $152,861-76.3% |
| Participation rate | 17.6% | 75.9%-58.2pp | 73.3%-55.6pp | 82.4%-64.8pp |
| Annual return | 24.47% | 95.16%-70.7pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $364 | $3,139-88.4% | $2,854-87.2% | $4,762-92.4% |
| Participant deferral / active EE | $507 | $4,281-88.2% | $3,885-86.9% | $5,850-91.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |