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 10-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 | $29,153 | $100,852-71.1% | $90,404-67.8% | $158,922-81.7% |
| Participation rate | 41.2% | 75.0%-33.8pp | 72.7%-31.5pp | 82.0%-40.8pp |
| Annual return | 14.20% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $217 | $3,689-94.1% | $3,262-93.4% | $4,761-95.4% |
| Participant deferral / active EE | $633 | $4,348-85.4% | $3,963-84.0% | $5,982-89.4% |
| Admin fee / account holder | $296 | $6,501-95.5% | $5,611-94.7% | $11,246-97.4% |