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 | $172,588 | $81,900+110.7% | $119,609+44.3% | $68,494+152.0% |
| Participation rate | 17.2% | 71.9%-54.7pp | 79.3%-62.0pp | 67.9%-50.6pp |
| Annual return | 206.45% | -23.82%+230.3pp | -14.97%+221.4pp | -7.84%+214.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $20 | $4,148-99.5% | $5,602-99.6% | $4,027-99.5% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |