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 | $122,076 | $148,534-17.8% | $135,903-10.2% | $139,434-12.4% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 37.24% | 79.19%-42.0pp | 68.23%-31.0pp | 372.94%-335.7pp |
| Employer contribution / active EE | $1,781 | $5,243-66.0% | $4,856-63.3% | $4,751-62.5% |
| Participant deferral / active EE | $1,952 | $8,100-75.9% | $7,758-74.8% | $6,710-70.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |