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 | $114,785 | $88,707+29.4% | $74,183+54.7% | $273,961-58.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 6.53% | 11.94%-5.4pp | 17.74%-11.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,220 | $3,159-61.4% | $2,370-48.5% | $4,869-75.0% |
| Participant deferral / active EE | $1,220 | $4,212-71.0% | $3,550-65.6% | $5,287-76.9% |
| Admin fee / account holder | $92 | $8,717-98.9% | $5,586-98.4% | $10,132-99.1% |