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 | $17,358 | $55,472-68.7% | $155,567-88.8% | $74,546-76.7% |
| Participation rate | 30.4% | 61.9%-31.5pp | 78.2%-47.8pp | 67.2%-36.8pp |
| Annual return | 11.38% | 268.72%-257.3pp | 64.74%-53.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $462 | $2,269-79.6% | $4,674-90.1% | $2,624-82.4% |
| Participant deferral / active EE | $648 | $2,838-77.2% | $5,628-88.5% | $4,347-85.1% |
| Admin fee / account holder | $152 | $1,743-91.3% | $15,916-99.0% | $1,944-92.2% |