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 7-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 | $19,084 | $115,770-83.5% | $101,248-81.2% | $158,922-88.0% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 29.96% | 56.14%-26.2pp | 46.47%-16.5pp | 302.83%-272.9pp |
| Employer contribution / active EE | $1,081 | $4,175-74.1% | $3,660-70.4% | $4,761-77.3% |
| Participant deferral / active EE | $1,268 | $4,957-74.4% | $4,370-71.0% | $5,982-78.8% |
| Admin fee / account holder | $67 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |