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 3-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 | $11,301 | $102,604-89.0% | $86,188-86.9% | $139,434-91.9% |
| Participation rate | 23.8% | 74.5%-50.7pp | 69.0%-45.1pp | 80.3%-56.5pp |
| Annual return | 57.50% | 1922.51%-1865.0pp | 1168.45%-1110.9pp | 372.94%-315.4pp |
| Employer contribution / active EE | $780 | $3,032-74.3% | $2,380-67.2% | $4,751-83.6% |
| Participant deferral / active EE | $1,009 | $4,676-78.4% | $3,985-74.7% | $6,710-85.0% |
| Admin fee / account holder | $26 | $8,657-99.7% | $6,852-99.6% | $11,403-99.8% |