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 | $41,993 | $104,486-59.8% | $76,817-45.3% | $152,861-72.5% |
| Participation rate | 33.3% | 76.6%-43.3pp | 72.1%-38.7pp | 82.4%-49.1pp |
| Annual return | 18.38% | 1013.37%-995.0pp | 1166.11%-1147.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $354 | $4,236-91.6% | $3,336-89.4% | $5,850-93.9% |
| Admin fee / account holder | $63 | $12,275-99.5% | $6,420-99.0% | $11,596-99.5% |