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 | $125,510 | $61,660+103.6% | $80,019+56.8% | $64,186+95.5% |
| Participation rate | 31.5% | 71.7%-40.2pp | 75.8%-44.3pp | 69.6%-38.1pp |
| Annual return | 14.46% | -0.33%+14.8pp | 11.22%+3.2pp | 7.63%+6.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,141 | $2,968-61.5% | $3,686-69.0% | $3,470-67.1% |
| Admin fee / account holder | $30 | $5,417-99.5% | $6,521-99.5% | $4,888-99.4% |