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 8-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 | $21,101 | $48,570-56.6% | $130,648-83.8% | $72,985-71.1% |
| Participation rate | 9.0% | 58.6%-49.6pp | 71.7%-62.8pp | 69.5%-60.5pp |
| Annual return | 27.57% | 38.63%-11.1pp | 1708.96%-1681.4pp | 81.00%-53.4pp |
| Employer contribution / active EE | $446 | $1,334-66.6% | $4,092-89.1% | $2,440-81.7% |
| Participant deferral / active EE | $809 | $2,384-66.0% | $3,603-77.5% | $3,607-77.6% |
| Admin fee / account holder | $170 | $3,549-95.2% | $5,464-96.9% | $5,124-96.7% |