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 | $12,517 | $70,756-82.3% | $65,493-80.9% | $142,382-91.2% |
| Participation rate | 30.0% | 77.4%-47.4pp | 73.1%-43.1pp | 80.1%-50.1pp |
| Annual return | 13.79% | 1754.89%-1741.1pp | 982.45%-968.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $458 | $2,881-84.1% | $2,574-82.2% | $4,299-89.3% |
| Participant deferral / active EE | $459 | $4,637-90.1% | $3,961-88.4% | $6,507-93.0% |
| Admin fee / account holder | $169 | $6,559-97.4% | $5,028-96.6% | $12,624-98.7% |