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 5-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 | $21,444 | $85,022-74.8% | $70,515-69.6% | $139,434-84.6% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.3%-43.3pp | 80.3%-55.3pp |
| Annual return | 1190.18% | 30.38%+1159.8pp | 32.77%+1157.4pp | 372.94%+817.2pp |
| Employer contribution / active EE | $655 | $3,909-83.2% | $2,973-78.0% | $4,751-86.2% |
| Participant deferral / active EE | $758 | $5,890-87.1% | $4,567-83.4% | $6,710-88.7% |
| Admin fee / account holder | $18 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |