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 | $112,138 | $95,803+17.1% | $113,168-0.9% | $84,808+32.2% |
| Participation rate | 48.1% | 72.9%-24.7pp | 76.6%-28.4pp | 68.3%-20.2pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $741 | $2,360-68.6% | $2,975-75.1% | $2,631-71.8% |
| Participant deferral / active EE | $1,199 | $4,242-71.7% | $5,107-76.5% | $4,212-71.5% |
| Admin fee / account holder | $134 | $8,989-98.5% | $12,068-98.9% | $7,344-98.2% |