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 | $70,756-65.8% | $65,493-63.0% | $142,382-83.0% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.1%-60.1pp |
| Annual return | 17.18% | 1754.89%-1737.7pp | 982.45%-965.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $574 | $2,881-80.1% | $2,574-77.7% | $4,299-86.6% |
| Participant deferral / active EE | $574 | $4,637-87.6% | $3,961-85.5% | $6,507-91.2% |
| Admin fee / account holder | $243 | $6,559-96.3% | $5,028-95.2% | $12,624-98.1% |