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 | $141,514 | $153,772-8.0% | $133,980+5.6% | $273,961-48.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 10.18% | 36.51%-26.3pp | 29.30%-19.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $8,228 | $6,029+36.5% | $5,211+57.9% | $4,869+69.0% |
| Participant deferral / active EE | $440 | $6,958-93.7% | $6,282-93.0% | $5,287-91.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |