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 | $14,724 | $58,208-74.7% | $81,812-82.0% | $80,856-81.8% |
| Participation rate | 17.4% | 63.4%-46.0pp | 72.3%-55.0pp | 67.6%-50.2pp |
| Annual return | 31.89% | 41.66%-9.8pp | 773.79%-741.9pp | 35.59%-3.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $443 | $3,281-86.5% | $4,319-89.7% | $4,296-89.7% |
| Admin fee / account holder | $51 | $4,981-99.0% | $7,386-99.3% | $6,918-99.3% |