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 5-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 | $11,856 | $106,543-88.9% | $91,220-87.0% | $134,475-91.2% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.2%-33.2pp | 81.2%-41.2pp |
| Annual return | 1864.14% | 160.60%+1703.5pp | 114.01%+1750.1pp | 417.96%+1446.2pp |
| Employer contribution / active EE | $356 | $3,331-89.3% | $2,850-87.5% | $4,740-92.5% |
| Participant deferral / active EE | $378 | $4,719-92.0% | $4,234-91.1% | $6,400-94.1% |
| Admin fee / account holder | $97 | $6,231-98.4% | $5,420-98.2% | $11,426-99.2% |