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 | $101,724 | $58,778+73.1% | $129,207-21.3% | $77,643+31.0% |
| Participation rate | 12.8% | 59.2%-46.5pp | 69.6%-56.9pp | 70.6%-57.8pp |
| Annual return | 14.72% | 24.73%-10.0pp | 9417.33%-9402.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $455 | $1,952-76.7% | $4,153-89.1% | $2,726-83.3% |
| Participant deferral / active EE | $891 | $3,212-72.3% | $4,168-78.6% | $4,647-80.8% |
| Admin fee / account holder | $132 | $589-77.6% | $7,715-98.3% | $430-69.3% |