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 | $16,667 | $104,486-84.0% | $76,817-78.3% | $152,861-89.1% |
| Participation rate | 35.7% | 76.6%-40.9pp | 72.1%-36.4pp | 82.4%-46.7pp |
| Annual return | 17.39% | 1013.37%-996.0pp | 1166.11%-1148.7pp | 345.32%-327.9pp |
| Employer contribution / active EE | $484 | $3,116-84.5% | $2,302-79.0% | $4,762-89.8% |
| Participant deferral / active EE | $604 | $4,236-85.7% | $3,336-81.9% | $5,850-89.7% |
| Admin fee / account holder | $300 | $12,275-97.6% | $6,420-95.3% | $11,596-97.4% |