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 | $35,728 | $85,766-58.3% | $136,294-73.8% | $70,131-49.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 81.9%-56.9pp | 69.5%-44.5pp |
| Annual return | 22.68% | 31.45%-8.8pp | 5155.94%-5133.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $847 | $5,051-83.2% | $6,247-86.4% | $3,332-74.6% |
| Admin fee / account holder | $64 | $5,420-98.8% | $9,243-99.3% | $4,645-98.6% |