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 7-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 | $92,038 | $114,381-19.5% | $107,525-14.4% | $142,382-35.4% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.1%-55.1pp | 80.1%-60.1pp |
| Annual return | 17.54% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $891 | $4,015-77.8% | $3,754-76.3% | $4,299-79.3% |
| Participant deferral / active EE | $1,114 | $5,564-80.0% | $5,116-78.2% | $6,507-82.9% |
| Admin fee / account holder | $60 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |