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 8-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 | $98,174 | $103,376-5.0% | $87,100+12.7% | $152,861-35.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 26.24% | 28.10%-1.9pp | 28.19%-2.0pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,410 | $3,220-56.2% | $2,521-44.1% | $4,762-70.4% |
| Participant deferral / active EE | $1,410 | $4,778-70.5% | $4,049-65.2% | $5,850-75.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |