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 | $31,037 | $85,766-63.8% | $136,294-77.2% | $70,131-55.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 81.9%-19.4pp | 69.5%-7.0pp |
| Annual return | 17.32% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,330 | $2,966-55.2% | $4,695-71.7% | $2,342-43.2% |
| Participant deferral / active EE | $1,648 | $5,051-67.4% | $6,247-73.6% | $3,332-50.5% |
| Admin fee / account holder | $88 | $5,420-98.4% | $9,243-99.0% | $4,645-98.1% |