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 | $83,372 | $80,753+3.2% | $136,294-38.8% | $62,292+33.8% |
| Participation rate | 13.3% | 73.5%-60.3pp | 81.9%-68.6pp | 69.5%-56.2pp |
| Annual return | 21.06% | 35.83%-14.8pp | 5155.94%-5134.9pp | 28.90%-7.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $357 | $5,164-93.1% | $6,247-94.3% | $3,169-88.7% |
| Admin fee / account holder | $250 | $525-52.3% | $9,243-97.3% | $479-47.8% |