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 6-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 | $7,077 | $74,888-90.6% | $71,209-90.1% | $142,382-95.0% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.8%-59.5pp | 80.1%-65.8pp |
| Annual return | 14.29% | 345.14%-330.9pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $145 | $4,454-96.7% | $4,175-96.5% | $6,507-97.8% |
| Admin fee / account holder | $79 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |