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 | $16,199 | $48,046-66.3% | $84,611-80.9% | $72,985-77.8% |
| Participation rate | 28.1% | 57.6%-29.5pp | 68.2%-40.1pp | 69.5%-41.4pp |
| Annual return | 75.02% | 37.38%+37.6pp | 258.74%-183.7pp | 81.00%-6.0pp |
| Employer contribution / active EE | $435 | $1,602-72.8% | $2,652-83.6% | $2,440-82.2% |
| Participant deferral / active EE | $591 | $2,680-77.9% | $3,899-84.8% | $3,607-83.6% |
| Admin fee / account holder | $62 | $3,395-98.2% | $4,912-98.7% | $5,124-98.8% |