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 | $17,430 | $76,000-77.1% | $154,107-88.7% | $64,186-72.8% |
| Participation rate | 56.7% | 70.4%-13.7pp | 83.0%-26.4pp | 69.6%-12.9pp |
| Annual return | 6.88% | 30.32%-23.4pp | 735.12%-728.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $504 | $3,351-85.0% | $5,298-90.5% | $2,381-78.8% |
| Participant deferral / active EE | $622 | $3,175-80.4% | $5,081-87.8% | $3,470-82.1% |
| Admin fee / account holder | $112 | $5,596-98.0% | $13,411-99.2% | $4,888-97.7% |