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 | $12,546 | $49,922-74.9% | $80,569-84.4% | $75,163-83.3% |
| Participation rate | 19.2% | 55.3%-36.1pp | 67.0%-47.8pp | 67.2%-48.0pp |
| Annual return | 20.52% | 34.69%-14.2pp | 935.43%-914.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $482 | $1,698-71.6% | $2,723-82.3% | $2,670-82.0% |
| Participant deferral / active EE | $401 | $2,990-86.6% | $4,447-91.0% | $4,125-90.3% |
| Admin fee / account holder | $33 | $3,577-99.1% | $5,377-99.4% | $5,651-99.4% |