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 | $91,842 | $185,822-50.6% | $169,993-46.0% | $139,434-34.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 18.60% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,641 | $7,590-65.2% | $6,785-61.1% | $4,751-44.4% |
| Participant deferral / active EE | $2,934 | $11,622-74.8% | $10,408-71.8% | $6,710-56.3% |
| Admin fee / account holder | $238 | $15,381-98.5% | $12,815-98.1% | $11,403-97.9% |