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 | $137,777 | $49,451+178.6% | $79,550+73.2% | $66,914+105.9% |
| Participation rate | 22.7% | 61.3%-38.6pp | 69.5%-46.8pp | 69.8%-47.1pp |
| Annual return | -11.23% | 84.25%-95.5pp | 0.16%-11.4pp | 1.58%-12.8pp |
| Employer contribution / active EE | $704 | $1,266-44.4% | $2,413-70.8% | $2,544-72.3% |
| Participant deferral / active EE | $1,106 | $3,159-65.0% | $3,985-72.3% | $4,237-73.9% |
| Admin fee / account holder | $115 | $595-80.7% | $6,832-98.3% | $593-80.6% |