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 | $14,807 | $99,020-85.0% | $86,590-82.9% | $147,584-90.0% |
| Participation rate | 18.2% | 76.3%-58.2pp | 73.5%-55.4pp | 82.8%-64.6pp |
| Annual return | 16.28% | 1312.34%-1296.1pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $148 | $3,132-95.3% | $2,839-94.8% | $4,876-97.0% |
| Participant deferral / active EE | $13 | $3,972-99.7% | $3,609-99.6% | $5,439-99.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |