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 | $23,134 | $226,064-89.8% | $182,532-87.3% | $152,861-84.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 19.75% | 192.51%-172.8pp | 148.54%-128.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $588 | $4,978-88.2% | $4,076-85.6% | $4,762-87.7% |
| Participant deferral / active EE | $588 | $6,368-90.8% | $5,524-89.4% | $5,850-90.0% |
| Admin fee / account holder | $205 | $10,703-98.1% | $8,592-97.6% | $11,596-98.2% |