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 | $110,337 | $124,185-11.2% | $108,410+1.8% | $167,490-34.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 10.95% | 1379.64%-1368.7pp | 905.27%-894.3pp | 478.56%-467.6pp |
| Employer contribution / active EE | $558 | $4,187-86.7% | $3,558-84.3% | $4,837-88.5% |
| Participant deferral / active EE | $1,228 | $6,908-82.2% | $6,563-81.3% | $6,341-80.6% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |