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 | $99,590 | $111,754-10.9% | $103,333-3.6% | $145,922-31.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.71% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,455 | $4,212-65.5% | $3,868-62.4% | $4,660-68.8% |
| Participant deferral / active EE | $1,448 | $5,619-74.2% | $5,057-71.4% | $6,688-78.3% |
| Admin fee / account holder | $60 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |