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 7-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 | $99,757 | $169,032-41.0% | $129,207-22.8% | $145,922-31.6% |
| Participation rate | 9.5% | 76.4%-66.9pp | 69.6%-60.1pp | 80.3%-70.8pp |
| Annual return | 16.56% | 14330.11%-14313.5pp | 9417.33%-9400.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $325 | $4,987-93.5% | $4,168-92.2% | $6,688-95.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |