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 | $26,094 | $85,766-69.6% | $136,294-80.9% | $70,131-62.8% |
| Participation rate | 30.6% | 74.2%-43.5pp | 81.9%-51.3pp | 69.5%-38.9pp |
| Annual return | 16.69% | 31.45%-14.8pp | 5155.94%-5139.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,082 | $5,051-78.6% | $6,247-82.7% | $3,332-67.5% |
| Admin fee / account holder | $37 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |