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 | $28,242 | $48,046-41.2% | $84,611-66.6% | $72,985-61.3% |
| Participation rate | 33.3% | 57.6%-24.2pp | 68.2%-34.9pp | 69.5%-36.2pp |
| Annual return | 21.71% | 37.38%-15.7pp | 258.74%-237.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,231 | $1,602-23.2% | $2,652-53.6% | $2,440-49.6% |
| Participant deferral / active EE | $300 | $2,680-88.8% | $3,899-92.3% | $3,607-91.7% |
| Admin fee / account holder | $231 | $3,395-93.2% | $4,912-95.3% | $5,124-95.5% |