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 | $56,910 | $39,162+45.3% | $100,671-43.5% | $59,632-4.6% |
| Participation rate | 9.4% | 55.9%-46.5pp | 70.7%-61.3pp | 68.7%-59.3pp |
| Annual return | 0.00% | 21.07%-21.1pp | 20.43%-20.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $469 | $1,151-59.3% | $4,012-88.3% | $2,203-78.7% |
| Participant deferral / active EE | $80 | $1,992-96.0% | $3,144-97.5% | $3,192-97.5% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |