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 | $51,031 | $98,240-48.1% | $82,313-38.0% | $147,584-65.4% |
| Participation rate | 47.4% | 79.7%-32.4pp | 76.9%-29.5pp | 82.8%-35.5pp |
| Annual return | 12.08% | 30.85%-18.8pp | 25.88%-13.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $857 | $3,192-73.2% | $2,428-64.7% | $4,876-82.4% |
| Participant deferral / active EE | $893 | $4,383-79.6% | $3,706-75.9% | $5,439-83.6% |
| Admin fee / account holder | $40 | $8,563-99.5% | $5,608-99.3% | $10,885-99.6% |