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 | $89,939 | $96,635-6.9% | $86,612+3.8% | $139,434-35.5% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 34.16% | 106.41%-72.3pp | 591.07%-556.9pp | 372.94%-338.8pp |
| Employer contribution / active EE | $483 | $3,263-85.2% | $3,022-84.0% | $4,751-89.8% |
| Participant deferral / active EE | $666 | $4,836-86.2% | $4,438-85.0% | $6,710-90.1% |
| Admin fee / account holder | $30 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |