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 | $63,320 | $150,440-57.9% | $136,294-53.5% | $147,584-57.1% |
| Participation rate | 63.2% | 84.4%-21.3pp | 81.9%-18.8pp | 82.8%-19.7pp |
| Annual return | 15.94% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,151 | $5,256-78.1% | $4,695-75.5% | $4,876-76.4% |
| Participant deferral / active EE | $2,070 | $6,630-68.8% | $6,247-66.9% | $5,439-61.9% |
| Admin fee / account holder | $209 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |