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 10-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 | $18,689 | $65,409-71.4% | $98,442-81.0% | $85,850-78.2% |
| Participation rate | 40.5% | 65.0%-24.5pp | 73.3%-32.9pp | 69.3%-28.8pp |
| Annual return | 13.67% | 21.76%-8.1pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $648 | $2,168-70.1% | $2,960-78.1% | $2,565-74.7% |
| Participant deferral / active EE | $673 | $3,166-78.7% | $4,276-84.3% | $3,952-83.0% |
| Admin fee / account holder | $175 | $4,593-96.2% | $5,949-97.1% | $6,260-97.2% |