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 | $27,219 | $99,020-72.5% | $86,590-68.6% | $147,584-81.6% |
| Participation rate | 26.7% | 76.3%-49.7pp | 73.5%-46.9pp | 82.8%-56.2pp |
| Annual return | 18.09% | 1312.34%-1294.2pp | 964.84%-946.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $152 | $3,132-95.2% | $2,839-94.7% | $4,876-96.9% |
| Participant deferral / active EE | $241 | $3,972-93.9% | $3,609-93.3% | $5,439-95.6% |
| Admin fee / account holder | $110 | $5,710-98.1% | $4,906-97.8% | $10,885-99.0% |