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 4-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 | $15,902 | $169,032-90.6% | $129,207-87.7% | $145,922-89.1% |
| Participation rate | 11.1% | 76.4%-65.3pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 14.12% | 14330.11%-14316.0pp | 9417.33%-9403.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $304 | $5,537-94.5% | $4,153-92.7% | $4,660-93.5% |
| Participant deferral / active EE | $305 | $4,987-93.9% | $4,168-92.7% | $6,688-95.4% |
| Admin fee / account holder | $240 | $9,954-97.6% | $7,715-96.9% | $13,397-98.2% |