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 | $78,105 | $100,852-22.6% | $90,404-13.6% | $158,922-50.9% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.7%-20.1pp | 82.0%-29.3pp |
| Annual return | 30.31% | 1724.20%-1693.9pp | 1293.02%-1262.7pp | 302.83%-272.5pp |
| Employer contribution / active EE | $237 | $3,689-93.6% | $3,262-92.7% | $4,761-95.0% |
| Participant deferral / active EE | $480 | $4,348-89.0% | $3,963-87.9% | $5,982-92.0% |
| Admin fee / account holder | $103 | $6,501-98.4% | $5,611-98.2% | $11,246-99.1% |