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 | $157,735 | $77,813+102.7% | $123,544+27.7% | $64,186+145.7% |
| Participation rate | 18.5% | 74.7%-56.2pp | 82.3%-63.8pp | 69.6%-51.0pp |
| Annual return | 11.52% | 12.48%-1.0pp | 119.20%-107.7pp | 7.63%+3.9pp |
| Employer contribution / active EE | $1,559 | $3,014-48.3% | $4,628-66.3% | $2,381-34.5% |
| Participant deferral / active EE | $2,109 | $5,240-59.7% | $6,426-67.2% | $3,470-39.2% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |