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 9-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 | $141,711 | $96,635+46.6% | $86,612+63.6% | $139,434+1.6% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 18.05% | 106.41%-88.4pp | 591.07%-573.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $666 | $3,263-79.6% | $3,022-78.0% | $4,751-86.0% |
| Participant deferral / active EE | $832 | $4,836-82.8% | $4,438-81.3% | $6,710-87.6% |
| Admin fee / account holder | $208 | $6,408-96.8% | $5,614-96.3% | $11,403-98.2% |