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 | $49,826 | $99,079-49.7% | $77,999-36.1% | $273,961-81.8% |
| Participation rate | 29.2% | 78.6%-49.4pp | 75.5%-46.4pp | 83.0%-53.8pp |
| Annual return | 11.02% | 217.93%-206.9pp | 425.96%-414.9pp | 41.45%-30.4pp |
| Employer contribution / active EE | $625 | $3,308-81.1% | $2,470-74.7% | $4,869-87.2% |
| Participant deferral / active EE | $891 | $4,306-79.3% | $3,497-74.5% | $5,287-83.1% |
| Admin fee / account holder | $57 | $8,954-99.4% | $5,480-99.0% | $10,132-99.4% |