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 8-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 | $21,554 | $112,881-80.9% | $90,951-76.3% | $158,922-86.4% |
| Participation rate | 27.3% | 74.7%-47.5pp | 69.0%-41.7pp | 82.0%-54.7pp |
| Annual return | 26.24% | 215.79%-189.6pp | 134.60%-108.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $766 | $2,893-73.5% | $2,122-63.9% | $4,761-83.9% |
| Participant deferral / active EE | $766 | $4,128-81.4% | $3,373-77.3% | $5,982-87.2% |
| Admin fee / account holder | $120 | $8,041-98.5% | $5,959-98.0% | $11,246-98.9% |