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 | $37,125 | $157,256-76.4% | $141,162-73.7% | $152,861-75.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 29.83% | 64.32%-34.5pp | 71.39%-41.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,271 | $5,261-56.8% | $4,735-52.0% | $4,762-52.3% |
| Participant deferral / active EE | $2,278 | $7,109-68.0% | $6,709-66.0% | $5,850-61.1% |
| Admin fee / account holder | $149 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |