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 | $219,698 | $159,901+37.4% | $146,958+49.5% | $145,922+50.6% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-59.9pp | 80.3%-58.1pp |
| Annual return | 17.19% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,547 | $5,286-70.7% | $4,933-68.6% | $4,660-66.8% |
| Participant deferral / active EE | $2,103 | $8,428-75.1% | $8,070-73.9% | $6,688-68.6% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |