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 | $18,040 | $100,852-82.1% | $90,404-80.0% | $158,922-88.6% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 16.65% | 1724.20%-1707.6pp | 1293.02%-1276.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $165 | $3,689-95.5% | $3,262-94.9% | $4,761-96.5% |
| Participant deferral / active EE | $222 | $4,348-94.9% | $3,963-94.4% | $5,982-96.3% |
| Admin fee / account holder | $128 | $6,501-98.0% | $5,611-97.7% | $11,246-98.9% |