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 | $25,770 | $62,327-58.7% | $120,354-78.6% | $74,495-65.4% |
| Participation rate | 3.5% | 56.8%-53.3pp | 71.9%-68.4pp | 67.2%-63.7pp |
| Annual return | 12.46% | 18.61%-6.2pp | 107.15%-94.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $3,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $58 | $2,893-98.0% | $4,991-98.8% | $4,346-98.7% |
| Admin fee / account holder | $20 | $2,396-99.2% | $9,423-99.8% | $1,942-99.0% |