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 | $183,682 | $87,037+111.0% | $106,201+73.0% | $80,874+127.1% |
| Participation rate | 12.4% | 70.4%-58.1pp | 75.3%-62.9pp | 67.6%-55.3pp |
| Annual return | 14.26% | 17.05%-2.8pp | 116.26%-102.0pp | 35.62%-21.4pp |
| Employer contribution / active EE | $684 | $2,396-71.5% | $3,170-78.4% | $2,756-75.2% |
| Participant deferral / active EE | $1,354 | $3,986-66.0% | $5,012-73.0% | $4,297-68.5% |
| Admin fee / account holder | $24 | $8,434-99.7% | $11,039-99.8% | $6,935-99.7% |