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 | $151,456 | $100,754+50.3% | $86,677+74.7% | $134,475+12.6% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -7.66% | 29.04%-36.7pp | 35.91%-43.6pp | 417.96%-425.6pp |
| Employer contribution / active EE | $1,514 | $3,489-56.6% | $2,836-46.6% | $4,740-68.1% |
| Participant deferral / active EE | $1,582 | $5,338-70.4% | $4,656-66.0% | $6,400-75.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |