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 | $56,588 | $85,766-34.0% | $136,294-58.5% | $70,131-19.3% |
| Participation rate | 16.7% | 74.2%-57.5pp | 81.9%-65.3pp | 69.5%-52.9pp |
| Annual return | 23.18% | 31.45%-8.3pp | 5155.94%-5132.8pp | 73.14%-50.0pp |
| Employer contribution / active EE | $612 | $2,966-79.4% | $4,695-87.0% | $2,342-73.9% |
| Participant deferral / active EE | $1,480 | $5,051-70.7% | $6,247-76.3% | $3,332-55.6% |
| Admin fee / account holder | $8 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |