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 5-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 | $24,232 | $68,097-64.4% | $62,929-61.5% | $137,256-82.3% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.0%-60.0pp |
| Annual return | 17.18% | 1859.11%-1841.9pp | 1063.93%-1046.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $574 | $2,811-79.6% | $2,505-77.1% | $4,156-86.2% |
| Participant deferral / active EE | $574 | $4,553-87.4% | $3,888-85.2% | $6,407-91.0% |
| Admin fee / account holder | $243 | $6,521-96.3% | $5,065-95.2% | $12,270-98.0% |