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 | $151,604 | $118,450+28.0% | $98,439+54.0% | $139,434+8.7% |
| Participation rate | 43.8% | 77.4%-33.7pp | 75.2%-31.4pp | 80.3%-36.6pp |
| Annual return | 22.81% | 18.94%+3.9pp | 21.16%+1.7pp | 372.94%-350.1pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,436 | $5,392-73.4% | $4,738-69.7% | $6,710-78.6% |
| Admin fee / account holder | $33 | $14,026-99.8% | $8,948-99.6% | $11,403-99.7% |