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 | $16,637 | $58,927-71.8% | $76,817-78.3% | $72,985-77.2% |
| Participation rate | 37.7% | 67.3%-29.6pp | 72.1%-34.4pp | 69.5%-31.8pp |
| Annual return | 19.37% | 2305.64%-2286.3pp | 1166.11%-1146.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $574 | $1,787-67.9% | $2,302-75.0% | $2,440-76.5% |
| Participant deferral / active EE | $887 | $2,690-67.0% | $3,336-73.4% | $3,607-75.4% |
| Admin fee / account holder | $108 | $4,013-97.3% | $6,420-98.3% | $5,124-97.9% |