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 | $76,267 | $138,044-44.8% | $125,339-39.2% | $134,475-43.3% |
| Participation rate | 54.2% | 84.5%-30.3pp | 82.4%-28.2pp | 81.2%-27.1pp |
| Annual return | -11.21% | 750.33%-761.5pp | 572.05%-583.3pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,212 | $5,243-76.9% | $4,814-74.8% | $4,740-74.4% |
| Participant deferral / active EE | $2,350 | $7,799-69.9% | $7,446-68.4% | $6,400-63.3% |
| Admin fee / account holder | $2 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |