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 | $102,382-50.6% | $147,005-65.6% | $80,874-37.4% |
| Participation rate | 68.3% | 75.8%-7.6pp | 82.2%-13.9pp | 67.6%+0.6pp |
| Annual return | 12.78% | 134.89%-122.1pp | 418.76%-406.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,250 | $3,715-66.4% | $4,934-74.7% | $2,756-54.6% |
| Participant deferral / active EE | $1,949 | $6,646-70.7% | $8,070-75.8% | $4,297-54.6% |
| Admin fee / account holder | $94 | $7,942-98.8% | $13,006-99.3% | $6,935-98.6% |