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 | $20,011 | $158,398-87.4% | $126,539-84.2% | $142,382-85.9% |
| Participation rate | 16.7% | 75.8%-59.1pp | 69.8%-53.2pp | 80.1%-63.5pp |
| Annual return | 14.74% | 593.76%-579.0pp | 425.95%-411.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $129 | $4,650-97.2% | $3,674-96.5% | $4,299-97.0% |
| Participant deferral / active EE | $146 | $4,767-96.9% | $4,083-96.4% | $6,507-97.8% |
| Admin fee / account holder | $257 | $6,918-96.3% | $6,065-95.8% | $12,624-98.0% |