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 6-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 | $78,248 | $90,348-13.4% | $75,972+3.0% | $145,922-46.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 13.25% | 620.88%-607.6pp | 359.55%-346.3pp | 561.29%-548.0pp |
| Employer contribution / active EE | $705 | $3,311-78.7% | $2,685-73.7% | $4,660-84.9% |
| Participant deferral / active EE | $876 | $5,162-83.0% | $4,255-79.4% | $6,688-86.9% |
| Admin fee / account holder | $90 | $8,467-98.9% | $6,467-98.6% | $13,397-99.3% |