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 | $145,757 | $114,381+27.4% | $107,525+35.6% | $142,382+2.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 14.92% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,083 | $4,015-73.0% | $3,754-71.1% | $4,299-74.8% |
| Participant deferral / active EE | $815 | $5,564-85.4% | $5,116-84.1% | $6,507-87.5% |
| Admin fee / account holder | $60 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |