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 | $21,290 | $105,998-79.9% | $92,233-76.9% | $147,584-85.6% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.2pp | 82.8%-13.6pp |
| Annual return | 18.91% | 50.05%-31.1pp | 176.28%-157.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,023 | $4,333-76.4% | $3,679-72.2% | $4,876-79.0% |
| Participant deferral / active EE | $1,051 | $4,478-76.5% | $3,897-73.0% | $5,439-80.7% |
| Admin fee / account holder | $199 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |