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 | $55,415-68.7% | $155,509-88.8% | $74,495-76.7% |
| Participation rate | 30.4% | 61.9%-31.5pp | 78.2%-47.8pp | 67.2%-36.8pp |
| Annual return | 11.38% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $462 | $2,267-79.6% | $4,672-90.1% | $2,623-82.4% |
| Participant deferral / active EE | $648 | $2,836-77.2% | $5,626-88.5% | $4,346-85.1% |
| Admin fee / account holder | $152 | $1,738-91.3% | $15,912-99.0% | $1,942-92.2% |