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 | $51,119 | $102,317-50.0% | $146,958-65.2% | $80,856-36.8% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.2%-27.3pp | 67.6%-12.8pp |
| Annual return | 12.56% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,640 | $3,713-28.9% | $4,933-46.5% | $2,755-4.2% |
| Participant deferral / active EE | $2,330 | $6,644-64.9% | $8,070-71.1% | $4,296-45.8% |
| Admin fee / account holder | $136 | $7,941-98.3% | $12,998-99.0% | $6,918-98.0% |