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 | $16,982 | $39,019-56.5% | $80,716-79.0% | $85,850-80.2% |
| Participation rate | 6.6% | 41.5%-35.0pp | 54.2%-47.6pp | 69.3%-62.8pp |
| Annual return | 18.86% | 26.27%-7.4pp | 87.28%-68.4pp | 318.53%-299.7pp |
| Employer contribution / active EE | $126 | $722-82.6% | $1,160-89.1% | $2,565-95.1% |
| Participant deferral / active EE | $165 | $1,326-87.5% | $2,146-92.3% | $3,952-95.8% |
| Admin fee / account holder | $12 | $2,431-99.5% | $3,380-99.6% | $6,260-99.8% |