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 | $14,478 | $60,124-75.9% | $90,404-84.0% | $79,858-81.9% |
| Participation rate | 11.1% | 65.0%-53.9pp | 72.7%-61.6pp | 69.6%-58.5pp |
| Annual return | 43.14% | 71.94%-28.8pp | 1293.02%-1249.9pp | 31.71%+11.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $509 | $2,938-82.7% | $3,963-87.1% | $3,740-86.4% |
| Admin fee / account holder | $60 | $3,976-98.5% | $5,611-98.9% | $5,306-98.9% |