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 | $9,389 | $72,400-87.0% | $67,502-86.1% | $145,922-93.6% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 11.01% | 7182.46%-7171.5pp | 3512.12%-3501.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $605 | $3,069-80.3% | $2,731-77.8% | $4,660-87.0% |
| Participant deferral / active EE | $605 | $4,783-87.3% | $4,000-84.9% | $6,688-91.0% |
| Admin fee / account holder | $19 | $5,539-99.7% | $3,998-99.5% | $13,397-99.9% |