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 | $23,629 | $100,852-76.6% | $90,404-73.9% | $158,922-85.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 10.53% | 1724.20%-1713.7pp | 1293.02%-1282.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,067 | $3,689-71.1% | $3,262-67.3% | $4,761-77.6% |
| Participant deferral / active EE | $636 | $4,348-85.4% | $3,963-84.0% | $5,982-89.4% |
| Admin fee / account holder | $106 | $6,501-98.4% | $5,611-98.1% | $11,246-99.1% |