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 | $50,618 | $102,317-50.5% | $146,958-65.6% | $80,856-37.4% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.2%-13.9pp | 67.6%+0.7pp |
| Annual return | 12.78% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,250 | $3,713-66.3% | $4,933-74.7% | $2,755-54.6% |
| Participant deferral / active EE | $1,949 | $6,644-70.7% | $8,070-75.8% | $4,296-54.6% |
| Admin fee / account holder | $94 | $7,941-98.8% | $12,998-99.3% | $6,918-98.6% |