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 | $43,729 | $150,440-70.9% | $136,294-67.9% | $147,584-70.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.18% | 1049.08%-1030.9pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $960 | $5,256-81.7% | $4,695-79.6% | $4,876-80.3% |
| Participant deferral / active EE | $2,053 | $6,630-69.0% | $6,247-67.1% | $5,439-62.3% |
| Admin fee / account holder | $180 | $10,905-98.3% | $9,243-98.1% | $10,885-98.3% |