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 | $47,795 | $154,117-69.0% | $129,995-63.2% | $139,434-65.7% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-23.9pp | 80.3%-25.8pp |
| Annual return | 26.33% | 32.48%-6.1pp | -137.18%+163.5pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,692 | $5,289-49.1% | $4,320-37.7% | $4,751-43.3% |
| Participant deferral / active EE | $540 | $6,710-91.9% | $5,820-90.7% | $6,710-91.9% |
| Admin fee / account holder | $5 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |