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 | $25,860 | $100,901-74.4% | $75,670-65.8% | $147,584-82.5% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.3%-5.7pp | 82.8%-16.2pp |
| Annual return | 129.59% | 35.78%+93.8pp | 27.34%+102.3pp | 578.55%-449.0pp |
| Employer contribution / active EE | $358 | $3,253-89.0% | $2,352-84.8% | $4,876-92.7% |
| Participant deferral / active EE | $549 | $4,027-86.4% | $3,142-82.5% | $5,439-89.9% |
| Admin fee / account holder | $44 | $11,285-99.6% | $5,800-99.2% | $10,885-99.6% |