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 | $71,962 | $60,124+19.7% | $90,404-20.4% | $79,858-9.9% |
| Participation rate | 6.8% | 65.0%-58.2pp | 72.7%-65.9pp | 69.6%-62.9pp |
| Annual return | 30.82% | 71.94%-41.1pp | 1293.02%-1262.2pp | 31.71%-0.9pp |
| Employer contribution / active EE | $214 | $2,068-89.7% | $3,262-93.4% | $2,471-91.4% |
| Participant deferral / active EE | $437 | $2,938-85.1% | $3,963-89.0% | $3,740-88.3% |
| Admin fee / account holder | $12 | $3,976-99.7% | $5,611-99.8% | $5,306-99.8% |