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 | $150,661 | $127,065+18.6% | $113,168+33.1% | $142,382+5.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 18.27% | 24.03%-5.8pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,734 | $3,442-49.6% | $2,975-41.7% | $4,299-59.7% |
| Participant deferral / active EE | $1,474 | $5,716-74.2% | $5,107-71.1% | $6,507-77.3% |
| Admin fee / account holder | $38 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |