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 | $72,534 | $85,766-15.4% | $136,294-46.8% | $70,131+3.4% |
| Participation rate | 11.4% | 74.2%-62.7pp | 81.9%-70.5pp | 69.5%-58.1pp |
| Annual return | 16.51% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $779 | $2,966-73.7% | $4,695-83.4% | $2,342-66.8% |
| Participant deferral / active EE | $1,788 | $5,051-64.6% | $6,247-71.4% | $3,332-46.3% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |