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 5-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 | $10,636 | $72,400-85.3% | $67,502-84.2% | $145,922-92.7% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 11.79% | 7182.46%-7170.7pp | 3512.12%-3500.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $376 | $3,069-87.8% | $2,731-86.2% | $4,660-91.9% |
| Participant deferral / active EE | $380 | $4,783-92.1% | $4,000-90.5% | $6,688-94.3% |
| Admin fee / account holder | $62 | $5,539-98.9% | $3,998-98.4% | $13,397-99.5% |