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 7-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 | $4,212 | $67,823-93.8% | $52,425-92.0% | $137,256-96.9% |
| Participation rate | 7.1% | 63.9%-56.8pp | 55.6%-48.5pp | 80.0%-72.8pp |
| Annual return | 13.52% | 219.11%-205.6pp | 302.12%-288.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1 | $1,163-100.0% | $914-99.9% | $4,156-100.0% |
| Participant deferral / active EE | $1 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $197 | $2,844-93.1% | $2,495-92.1% | $12,270-98.4% |