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 | $24,843 | $48,570-48.9% | $130,648-81.0% | $72,985-66.0% |
| Participation rate | 19.4% | 58.6%-39.2pp | 71.7%-52.4pp | 69.5%-50.1pp |
| Annual return | 24.52% | 38.63%-14.1pp | 1708.96%-1684.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $435 | $1,334-67.4% | $4,092-89.4% | $2,440-82.2% |
| Participant deferral / active EE | $740 | $2,384-69.0% | $3,603-79.5% | $3,607-79.5% |
| Admin fee / account holder | $1 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |