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 | $24,467 | $150,440-83.7% | $136,294-82.0% | $147,584-83.4% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 384.15% | 1049.08%-664.9pp | 5155.94%-4771.8pp | 578.55%-194.4pp |
| Employer contribution / active EE | $1,052 | $5,256-80.0% | $4,695-77.6% | $4,876-78.4% |
| Participant deferral / active EE | $1,290 | $6,630-80.5% | $6,247-79.4% | $5,439-76.3% |
| Admin fee / account holder | $58 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |