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 | $15,950 | $100,852-84.2% | $90,404-82.4% | $158,922-90.0% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 25.13% | 1724.20%-1699.1pp | 1293.02%-1267.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $638 | $3,689-82.7% | $3,262-80.5% | $4,761-86.6% |
| Participant deferral / active EE | $638 | $4,348-85.3% | $3,963-83.9% | $5,982-89.3% |
| Admin fee / account holder | $148 | $6,501-97.7% | $5,611-97.4% | $11,246-98.7% |