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 | $28,006 | $54,517-48.6% | $75,972-63.1% | $74,495-62.4% |
| Participation rate | 23.5% | 60.3%-36.8pp | 69.1%-45.5pp | 67.2%-43.7pp |
| Annual return | 11.54% | 31.82%-20.3pp | 359.55%-348.0pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $619 | $1,777-65.1% | $2,685-76.9% | $2,623-76.4% |
| Participant deferral / active EE | $842 | $3,066-72.5% | $4,255-80.2% | $4,346-80.6% |
| Admin fee / account holder | $159 | $2,229-92.9% | $6,467-97.5% | $1,942-91.8% |