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 | $14,927 | $57,281-73.9% | $86,612-82.8% | $75,163-80.1% |
| Participation rate | 19.0% | 63.2%-44.2pp | 71.7%-52.7pp | 67.2%-48.2pp |
| Annual return | 19.68% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-140.9pp |
| Employer contribution / active EE | $320 | $2,314-86.2% | $3,022-89.4% | $2,670-88.0% |
| Participant deferral / active EE | $138 | $3,318-95.8% | $4,438-96.9% | $4,125-96.6% |
| Admin fee / account holder | $71 | $4,112-98.3% | $5,614-98.7% | $5,651-98.7% |