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 | $34,570 | $105,998-67.4% | $92,233-62.5% | $147,584-76.6% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 25.50% | 50.05%-24.6pp | 176.28%-150.8pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,084 | $4,333-75.0% | $3,679-70.5% | $4,876-77.8% |
| Participant deferral / active EE | $1,122 | $4,478-74.9% | $3,897-71.2% | $5,439-79.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |