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 7-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 | $23,988 | $57,281-58.1% | $86,612-72.3% | $75,163-68.1% |
| Participation rate | 11.4% | 63.2%-51.8pp | 71.7%-60.3pp | 67.2%-55.8pp |
| Annual return | 16.56% | 2670.75%-2654.2pp | 591.07%-574.5pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $609 | $3,318-81.6% | $4,438-86.3% | $4,125-85.2% |
| Admin fee / account holder | $101 | $4,112-97.5% | $5,614-98.2% | $5,651-98.2% |