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 | $23,972 | $102,604-76.6% | $86,188-72.2% | $139,434-82.8% |
| Participation rate | 17.6% | 74.5%-56.8pp | 69.0%-51.3pp | 80.3%-62.7pp |
| Annual return | 20.36% | 1922.51%-1902.1pp | 1168.45%-1148.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $330 | $4,676-93.0% | $3,985-91.7% | $6,710-95.1% |
| Admin fee / account holder | $165 | $8,657-98.1% | $6,852-97.6% | $11,403-98.6% |