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 | $24,400 | $57,354-57.5% | $83,848-70.9% | $64,186-62.0% |
| Participation rate | 54.8% | 68.6%-13.8pp | 76.1%-21.3pp | 69.6%-14.7pp |
| Annual return | 22.58% | 11.38%+11.2pp | 850.88%-828.3pp | 7.63%+14.9pp |
| Employer contribution / active EE | $1,183 | $2,545-53.5% | $3,631-67.4% | $2,381-50.3% |
| Participant deferral / active EE | $1,026 | $2,993-65.7% | $4,082-74.9% | $3,470-70.4% |
| Admin fee / account holder | $3 | $4,046-99.9% | $5,478-99.9% | $4,888-99.9% |