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 | $166,739 | $209,411-20.4% | $178,490-6.6% | $158,922+4.9% |
| Participation rate | 16.7% | 86.3%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 14.70% | 188.75%-174.0pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,800 | $5,706-68.5% | $5,011-64.1% | $4,761-62.2% |
| Participant deferral / active EE | $1,800 | $5,954-69.8% | $5,202-65.4% | $5,982-69.9% |
| Admin fee / account holder | $60 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |