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 | $105,978 | $105,859+0.1% | $90,160+17.5% | $147,584-28.2% |
| Participation rate | 26.3% | 79.7%-53.4pp | 76.9%-50.6pp | 82.8%-56.5pp |
| Annual return | 14.87% | 37.63%-22.8pp | 34.88%-20.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,364 | $5,733-76.2% | $5,288-74.2% | $5,439-74.9% |
| Admin fee / account holder | $117 | $8,046-98.5% | $5,943-98.0% | $10,885-98.9% |