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 | $42,048 | $99,020-57.5% | $86,590-51.4% | $147,584-71.5% |
| Participation rate | 27.3% | 76.3%-49.1pp | 73.5%-46.3pp | 82.8%-55.6pp |
| Annual return | 13.59% | 1312.34%-1298.7pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $96 | $3,132-96.9% | $2,839-96.6% | $4,876-98.0% |
| Participant deferral / active EE | $210 | $3,972-94.7% | $3,609-94.2% | $5,439-96.1% |
| Admin fee / account holder | $115 | $5,710-98.0% | $4,906-97.7% | $10,885-98.9% |