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 | $67,479 | $58,694+15.0% | $142,863-52.8% | $85,850-21.4% |
| Participation rate | 12.3% | 58.5%-46.2pp | 71.9%-59.6pp | 69.3%-57.0pp |
| Annual return | 42.40% | 27.72%+14.7pp | 5637.54%-5595.1pp | 318.53%-276.1pp |
| Employer contribution / active EE | $273 | $1,423-80.8% | $4,144-93.4% | $2,565-89.4% |
| Participant deferral / active EE | $780 | $2,607-70.1% | $3,837-79.7% | $3,952-80.3% |
| Admin fee / account holder | $51 | $4,239-98.8% | $6,560-99.2% | $6,260-99.2% |