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 | $28,191 | $110,809-74.6% | $86,874-67.5% | $167,490-83.2% |
| Participation rate | 30.8% | 75.8%-45.0pp | 71.6%-40.9pp | 82.1%-51.3pp |
| Annual return | 16.37% | 116.98%-100.6pp | 63.52%-47.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $277 | $3,244-91.5% | $2,495-88.9% | $4,837-94.3% |
| Participant deferral / active EE | $656 | $4,546-85.6% | $3,699-82.3% | $6,341-89.7% |
| Admin fee / account holder | $20 | $8,415-99.8% | $5,828-99.7% | $12,309-99.8% |