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 8-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 | $22,822 | $70,606-67.7% | $53,898-57.7% | $142,382-84.0% |
| Participation rate | 19.0% | 63.7%-44.7pp | 55.0%-35.9pp | 80.1%-61.1pp |
| Annual return | 17.90% | 619.81%-601.9pp | 528.60%-510.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $149 | $1,202-87.6% | $932-84.0% | $4,299-96.5% |
| Participant deferral / active EE | $224 | $2,364-90.5% | $1,826-87.7% | $6,507-96.6% |
| Admin fee / account holder | $214 | $2,852-92.5% | $2,491-91.4% | $12,624-98.3% |