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 | $31,930 | $144,119-77.8% | $117,854-72.9% | $147,584-78.4% |
| Participation rate | 29.2% | 83.4%-54.3pp | 79.7%-50.5pp | 82.8%-53.7pp |
| Annual return | 13.23% | 531.15%-517.9pp | 335.08%-321.8pp | 578.55%-565.3pp |
| Employer contribution / active EE | $969 | $4,896-80.2% | $3,786-74.4% | $4,876-80.1% |
| Participant deferral / active EE | $1,456 | $5,316-72.6% | $4,482-67.5% | $5,439-73.2% |
| Admin fee / account holder | $118 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |