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 | $47,496 | $144,119-67.0% | $117,854-59.7% | $147,584-67.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 12.44% | 531.15%-518.7pp | 335.08%-322.6pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,151 | $4,896-76.5% | $3,786-69.6% | $4,876-76.4% |
| Participant deferral / active EE | $1,151 | $5,316-78.4% | $4,482-74.3% | $5,439-78.8% |
| Admin fee / account holder | $12 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |