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 9-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 | $24,275 | $228,332-89.4% | $185,823-86.9% | $158,922-84.7% |
| Participation rate | 37.5% | 82.3%-44.8pp | 78.0%-40.5pp | 82.0%-44.5pp |
| Annual return | 13.85% | 40.80%-26.9pp | 35.95%-22.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $993 | $4,967-80.0% | $4,087-75.7% | $4,761-79.1% |
| Participant deferral / active EE | $993 | $6,415-84.5% | $5,632-82.4% | $5,982-83.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |