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 | $14,724 | $102,966-85.7% | $90,281-83.7% | $152,861-90.4% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.4%-62.4pp |
| Annual return | 34.88% | 95.16%-60.3pp | 78.10%-43.2pp | 345.32%-310.4pp |
| Employer contribution / active EE | $324 | $3,139-89.7% | $2,854-88.6% | $4,762-93.2% |
| Participant deferral / active EE | $406 | $4,281-90.5% | $3,885-89.6% | $5,850-93.1% |
| Admin fee / account holder | $51 | $6,171-99.2% | $5,351-99.0% | $11,596-99.6% |