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 | $40,203 | $150,440-73.3% | $136,294-70.5% | $147,584-72.8% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 16.77% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,210 | $5,256-77.0% | $4,695-74.2% | $4,876-75.2% |
| Participant deferral / active EE | $1,646 | $6,630-75.2% | $6,247-73.7% | $5,439-69.7% |
| Admin fee / account holder | $294 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |