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 | $184,201 | $124,281+48.2% | $109,143+68.8% | $167,490+10.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 14.37% | 26.04%-11.7pp | 25.75%-11.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,272 | $4,207-69.8% | $3,722-65.8% | $4,837-73.7% |
| Participant deferral / active EE | $1,369 | $5,255-73.9% | $4,653-70.6% | $6,341-78.4% |
| Admin fee / account holder | $40 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |