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 | $23,024 | $58,927-60.9% | $76,817-70.0% | $72,985-68.5% |
| Participation rate | 21.9% | 67.3%-45.5pp | 72.1%-50.2pp | 69.5%-47.6pp |
| Annual return | 22.65% | 2305.64%-2283.0pp | 1166.11%-1143.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $731 | $2,690-72.8% | $3,336-78.1% | $3,607-79.7% |
| Admin fee / account holder | $235 | $4,013-94.1% | $6,420-96.3% | $5,124-95.4% |