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 | $9,908 | $109,817-91.0% | $98,442-89.9% | $167,490-94.1% |
| Participation rate | 55.6% | 75.8%-20.3pp | 73.3%-17.8pp | 82.1%-26.5pp |
| Annual return | 16.31% | 1956.69%-1940.4pp | 1492.73%-1476.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $688 | $3,224-78.6% | $2,960-76.7% | $4,837-85.8% |
| Participant deferral / active EE | $763 | $4,673-83.7% | $4,276-82.2% | $6,341-88.0% |
| Admin fee / account holder | $81 | $6,753-98.8% | $5,949-98.6% | $12,309-99.3% |