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 | $31,923 | $115,770-72.4% | $101,248-68.5% | $158,922-79.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 22.46% | 56.14%-33.7pp | 46.47%-24.0pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,305 | $4,175-68.7% | $3,660-64.3% | $4,761-72.6% |
| Participant deferral / active EE | $1,305 | $4,957-73.7% | $4,370-70.1% | $5,982-78.2% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |