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 | $15,316 | $76,000-79.8% | $154,107-90.1% | $64,186-76.1% |
| Participation rate | 60.8% | 70.4%-9.6pp | 83.0%-22.3pp | 69.6%-8.8pp |
| Annual return | 7.93% | 30.32%-22.4pp | 735.12%-727.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $859 | $3,351-74.4% | $5,298-83.8% | $2,381-63.9% |
| Participant deferral / active EE | $859 | $3,175-72.9% | $5,081-83.1% | $3,470-75.2% |
| Admin fee / account holder | $59 | $5,596-98.9% | $13,411-99.6% | $4,888-98.8% |