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 | $161,395 | $99,341+62.5% | $84,750+90.4% | $273,961-41.1% |
| Participation rate | 63.2% | 80.7%-17.5pp | 76.6%-13.4pp | 83.0%-19.9pp |
| Annual return | 12.44% | 22.93%-10.5pp | 22.78%-10.3pp | 41.45%-29.0pp |
| Employer contribution / active EE | $5,976 | $4,214+41.8% | $3,574+67.2% | $4,869+22.7% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |