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 | $7,020 | $88,751-92.1% | $81,812-91.4% | $145,922-95.2% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.3%-14.0pp | 80.3%-21.9pp |
| Annual return | 11.29% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $772 | $3,083-75.0% | $2,912-73.5% | $4,660-83.4% |
| Participant deferral / active EE | $316 | $4,643-93.2% | $4,319-92.7% | $6,688-95.3% |
| Admin fee / account holder | $198 | $8,415-97.6% | $7,386-97.3% | $13,397-98.5% |