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 | $20,077 | $37,426-46.4% | $77,482-74.1% | $79,858-74.9% |
| Participation rate | 19.4% | 41.5%-22.1pp | 54.2%-34.7pp | 69.6%-50.2pp |
| Annual return | 46.02% | 39.70%+6.3pp | 54.79%-8.8pp | 31.71%+14.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $207 | $1,260-83.6% | $1,861-88.9% | $3,740-94.5% |
| Admin fee / account holder | $31 | $2,504-98.8% | $2,858-98.9% | $5,306-99.4% |