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 | $9,363 | $34,308-72.7% | $74,701-87.5% | $72,985-87.2% |
| Participation rate | 16.1% | 42.4%-26.3pp | 54.5%-38.3pp | 69.5%-53.4pp |
| Annual return | 29.67% | 26.58%+3.1pp | 752.92%-723.3pp | 81.00%-51.3pp |
| Employer contribution / active EE | $260 | $692-62.4% | $1,084-76.0% | $2,440-89.4% |
| Participant deferral / active EE | $294 | $1,271-76.9% | $1,964-85.0% | $3,607-91.9% |
| Admin fee / account holder | $31 | $2,124-98.6% | $3,333-99.1% | $5,124-99.4% |