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 | $18,376 | $100,901-81.8% | $75,670-75.7% | $147,584-87.5% |
| Participation rate | 15.8% | 77.1%-61.3pp | 72.3%-56.6pp | 82.8%-67.0pp |
| Annual return | 19.90% | 35.78%-15.9pp | 27.34%-7.4pp | 578.55%-558.6pp |
| Employer contribution / active EE | $246 | $3,253-92.5% | $2,352-89.6% | $4,876-95.0% |
| Participant deferral / active EE | $332 | $4,027-91.8% | $3,142-89.4% | $5,439-93.9% |
| Admin fee / account holder | $3 | $11,285-100.0% | $5,800-99.9% | $10,885-100.0% |