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 | $24,040 | $73,515-67.3% | $62,995-61.8% | $147,584-83.7% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.8%-33.1pp | 82.8%-41.2pp |
| Annual return | 16.74% | 175.43%-158.7pp | 87.57%-70.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,784 | $3,320-46.3% | $2,759-35.3% | $4,876-63.4% |
| Participant deferral / active EE | $633 | $4,185-84.9% | $3,329-81.0% | $5,439-88.4% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |