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 | $72,705 | $114,047-36.2% | $96,139-24.4% | $167,490-56.6% |
| Participation rate | 25.0% | 75.1%-50.1pp | 68.4%-43.4pp | 82.1%-57.1pp |
| Annual return | 11.34% | 189.88%-178.5pp | 191.94%-180.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $585 | $3,427-82.9% | $2,797-79.1% | $4,837-87.9% |
| Participant deferral / active EE | $892 | $5,194-82.8% | $4,349-79.5% | $6,341-85.9% |
| Admin fee / account holder | $98 | $6,897-98.6% | $5,537-98.2% | $12,309-99.2% |