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 | $23,819 | $202,432-88.2% | $169,368-85.9% | $139,434-82.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.52% | 531.74%-522.2pp | 405.60%-396.1pp | 372.94%-363.4pp |
| Employer contribution / active EE | $5,436 | $4,692+15.8% | $4,013+35.5% | $4,751+14.4% |
| Participant deferral / active EE | $300 | $6,938-95.7% | $6,221-95.2% | $6,710-95.5% |
| Admin fee / account holder | $45 | $10,708-99.6% | $9,003-99.5% | $11,403-99.6% |