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 6-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 | $45,904 | $76,738-40.2% | $56,411-18.6% | $145,922-68.5% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.1pp | 80.3%-71.9pp |
| Annual return | 17.60% | 2994.23%-2976.6pp | 1701.33%-1683.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $65 | $1,380-95.3% | $1,039-93.7% | $4,660-98.6% |
| Participant deferral / active EE | $130 | $2,623-95.0% | $1,952-93.3% | $6,688-98.1% |
| Admin fee / account holder | $19 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |