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 | $214,628 | $74,888+186.6% | $71,209+201.4% | $142,382+50.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 16.16% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $9,591 | $2,854+236.0% | $2,721+252.5% | $4,299+123.1% |
| Participant deferral / active EE | $200 | $4,454-95.5% | $4,175-95.2% | $6,507-96.9% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |