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 | $129,429 | $106,890+21.1% | $84,015+54.1% | $152,861-15.3% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 16.67% | 104.99%-88.3pp | 71.31%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $545 | $2,734-80.1% | $1,983-72.5% | $4,762-88.6% |
| Participant deferral / active EE | $630 | $4,011-84.3% | $3,239-80.6% | $5,850-89.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |