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 7-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 | $193,910 | $162,781+19.1% | $133,956+44.8% | $158,922+22.0% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 1190.58% | 41.94%+1148.6pp | 45.09%+1145.5pp | 302.83%+887.8pp |
| Employer contribution / active EE | $11,643 | $4,975+134.0% | $3,919+197.1% | $4,761+144.5% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |