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 | $46,241 | $78,694-41.2% | $67,652-31.6% | $125,391-63.1% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | 17.22% | 9.46%+7.8pp | 6625.04%-6607.8pp | 282.22%-265.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,197 | $4,292-72.1% | $3,560-66.4% | $5,352-77.6% |
| Admin fee / account holder | $6 | $7,403-99.9% | $4,821-99.9% | $9,540-99.9% |