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 | $70,940 | $65,561+8.2% | $86,188-17.7% | $75,163-5.6% |
| Participation rate | 30.4% | 60.5%-30.1pp | 69.0%-38.6pp | 67.2%-36.8pp |
| Annual return | 15.30% | 46.05%-30.8pp | 1168.45%-1153.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $535 | $1,553-65.6% | $2,380-77.5% | $2,670-80.0% |
| Participant deferral / active EE | $1,168 | $3,024-61.4% | $3,985-70.7% | $4,125-71.7% |
| Admin fee / account holder | $124 | $5,474-97.7% | $6,852-98.2% | $5,651-97.8% |