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 | $17,686 | $52,279-66.2% | $89,391-80.2% | $79,858-77.9% |
| Participation rate | 25.7% | 57.5%-31.8pp | 68.0%-42.3pp | 69.6%-43.9pp |
| Annual return | 57.34% | 22.16%+35.2pp | 245.62%-188.3pp | 31.71%+25.6pp |
| Employer contribution / active EE | $411 | $1,572-73.8% | $2,586-84.1% | $2,471-83.4% |
| Participant deferral / active EE | $560 | $2,740-79.6% | $3,890-85.6% | $3,740-85.0% |
| Admin fee / account holder | $49 | $3,356-98.5% | $4,881-99.0% | $5,306-99.1% |