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 | $77,427 | $107,934-28.3% | $91,989-15.8% | $152,861-49.3% |
| Participation rate | 42.9% | 81.2%-38.3pp | 78.6%-35.8pp | 82.4%-39.6pp |
| Annual return | 23.18% | 89.24%-66.1pp | 69.02%-45.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $932 | $4,210-77.9% | $3,452-73.0% | $4,762-80.4% |
| Participant deferral / active EE | $1,329 | $6,364-79.1% | $5,923-77.6% | $5,850-77.3% |
| Admin fee / account holder | $30 | $10,520-99.7% | $7,743-99.6% | $11,596-99.7% |