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 | $28,378 | $115,770-75.5% | $101,248-72.0% | $158,922-82.1% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | 15.67% | 56.14%-40.5pp | 46.47%-30.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,331 | $4,175-68.1% | $3,660-63.6% | $4,761-72.0% |
| Participant deferral / active EE | $1,331 | $4,957-73.2% | $4,370-69.5% | $5,982-77.8% |
| Admin fee / account holder | $226 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |